JP Morgan Chase
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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
-15,625
Closed -$509K – 5073
2017
Q1 		$509K Buy
+15,625
New +$791K ﹤0.01% 3702

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $109B AUM 35.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

JP Morgan Chase's ICVT Position: Q1 2026 in Review

JP Morgan Chase increased its iShares Convertible Bond ETF (ICVT) stake by 4.4% in Q1 2026, buying an estimated $1.16M and bringing the position to 267,439 shares worth $26.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

JP Morgan Chase first reported a position in ICVT in Q4 2017 and has held it in 34 quarters since. The position peaked at $170M in Q2 2021. 402 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

  • JP Morgan Chase held 267,439 shares of iShares Convertible Bond ETF worth $26.5M as of Q1 2026.
  • JP Morgan Chase bought 11,180 iShares Convertible Bond ETF shares in Q1 2026, an estimated $1.16M.
  • iShares Convertible Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1849 holding.
  • JP Morgan Chase first reported a position in iShares Convertible Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • JP Morgan Chase's iShares Convertible Bond ETF position peaked at $170M in Q2 2021.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.