JP Morgan Chase
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JP Morgan Chase’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

JP Morgan Chase’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.48M Buy
108,215
+9,439
+10% +$404K ﹤0.01% 3576
2026
Q2 		$4.33M Buy
98,776
+7,468
+8% +$326K ﹤0.01% 3579
2026
Q1 		$3.99M Buy
91,308
+5,793
+7% +$256K ﹤0.01% 3533
2025
Q4 		$3.78M Buy
85,515
+12,003
+16% +$531K ﹤0.01% 3581
2025
Q3 		$3.25M Sell
73,512
-11,675
-14% -$510K ﹤0.01% 3713
2025
Q2 		$3.72M Buy
85,187
+18,539
+28% +$797K ﹤0.01% 3423
2025
Q1 		$2.89M Buy
66,648
+5,980
+10% +$256K ﹤0.01% 3589
2024
Q4 		$2.58M Buy
60,668
+38,954
+179% +$1.68M ﹤0.01% 3953
2024
Q3 		$967K Buy
21,714
+518
+2% +$22.7K ﹤0.01% 4486
2024
Q2 		$903K Buy
21,196
+20,810
+5,391% +$879K ﹤0.01% 4333
2024
Q1 		$16.6K Sell
386
-636
-62% -$27.2K ﹤0.01% 6262
2023
Q4 		$44.5K Sell
1,022
-1,173
-53% -$48.7K ﹤0.01% 6033
2023
Q3 		$90.4K Buy
2,195
+1,797
+452% +$76K ﹤0.01% 5538
2023
Q2 		$17.1K Buy
398
+90
+29% +$3.91K ﹤0.01% 5948
2023
Q1 		$13K Buy
308
+95
+45% +$4.14K ﹤0.01% 6069
2022
Q4 		$9K Buy
213
+54
+34% +$2.3K ﹤0.01% 6051
2022
Q3 		$7K Buy
159
+64
+67% +$2.86K ﹤0.01% 6028
2022
Q2 		$4K Buy
95
+9
+10% +$408 ﹤0.01% 6203
2022
Q1 		$4K Buy
86
+52
+153% +$2.53K ﹤0.01% 6350
2021
Q4 		$2K Buy
34
+8
+31% +$406 ﹤0.01% 6508
2021
Q3 		$1K Buy
+26
New +$1.34K ﹤0.01% 6386
2021
Q2 		– Sell
-10
Closed -$1K – 6456
2021
Q1 		$1K Buy
+10
New +$517 ﹤0.01% 5980
2020
Q3 		– Sell
-25
Closed -$1K – 5611
2020
Q2 		$1K Buy
+25
New +$1.29K ﹤0.01% 5297

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Octavia Wealth Advisors
Octavia Wealth Advisors Cincinnati, Ohio $1.25B AUM 17.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

JP Morgan Chase's IMTB Position: Q3 2026 in Review

JP Morgan Chase increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 9.6% in Q3 2026, buying an estimated $404K and bringing the position to 108,215 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

JP Morgan Chase first reported a position in IMTB in Q2 2020 and has held it in 23 quarters since. 48 funds tracked by Wall St. Rank hold IMTB as of Q3 2026.

  • JP Morgan Chase held 108,215 shares of iShares Core 5-10 Year USD Bond ETF worth $4.48M as of Q3 2026.
  • JP Morgan Chase bought 9,439 iShares Core 5-10 Year USD Bond ETF shares in Q3 2026, an estimated $404K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #3576 holding.
  • JP Morgan Chase first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.