JP Morgan Chase
ICVT icon

JP Morgan Chase’s iShares Convertible Bond ETF ICVT Stock Holding History

JP Morgan Chase’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-62,500
Closed -$2.03M – 5072
2017
Q1 		$2.03M Buy
+62,500
New +$3.17M ﹤0.01% 3030

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's ICVT Position: Q2 2026 in Review

JP Morgan Chase reduced its iShares Convertible Bond ETF (ICVT) stake by 20% in Q2 2026, selling an estimated $6.23M and leaving 213,666 shares worth $25.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

JP Morgan Chase first reported a position in ICVT in Q4 2017 and has held it in 35 quarters since. The position peaked at $170M in Q2 2021. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • JP Morgan Chase held 213,666 shares of iShares Convertible Bond ETF worth $25.8M as of Q2 2026.
  • JP Morgan Chase sold 53,773 iShares Convertible Bond ETF shares in Q2 2026, an estimated $6.23M.
  • iShares Convertible Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1997 holding.
  • JP Morgan Chase first reported a position in iShares Convertible Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • JP Morgan Chase's iShares Convertible Bond ETF position peaked at $170M in Q2 2021.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.