JP Morgan Chase
IBTO icon

JP Morgan Chase’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

JP Morgan Chase’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-276
Closed -$6.73K – 7351
2025
Q1 		$6.73K Buy
+276
New +$6.6K ﹤0.01% 6387

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return

JP Morgan Chase's IBTO Position: Q2 2025 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2025, closing a stake of 276 shares — an estimated $6.73K sold.

JP Morgan Chase first reported a position in IBTO in Q1 2025 and held it in 1 quarter. The position peaked at $6.73K in Q1 2025. 74 funds tracked by Wall St. Rank hold IBTO as of Q2 2025.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 276 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2025, an estimated $6.73K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • JP Morgan Chase's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $6.73K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.