JP Morgan Chase
IUSB icon

JP Morgan Chase’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

JP Morgan Chase’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05B Buy
22,629,549
+4,720,015
+26% +$218M 0.06% 262
2026
Q1 		$826M Buy
17,909,534
+62,788
+0.4% +$2.93M 0.05% 293
2025
Q4 		$831M Sell
17,846,746
-1,846,647
-9% -$86.3M 0.05% 296
2025
Q3 		$920M Buy
19,693,393
+911,004
+5% +$42.1M 0.06% 300
2025
Q2 		$868M Buy
18,782,389
+618,328
+3% +$28.2M 0.06% 290
2025
Q1 		$837M Buy
18,164,061
+35,127
+0.2% +$1.6M 0.06% 276
2024
Q4 		$819M Sell
18,128,934
-2,587,978
-12% -$119M 0.06% 277
2024
Q3 		$976M Buy
20,716,912
+2,651,218
+15% +$123M 0.07% 243
2024
Q2 		$817M Buy
18,065,694
+1,336,056
+8% +$60.1M 0.07% 259
2024
Q1 		$763M Buy
16,729,638
+4,875,937
+41% +$222M 0.06% 282
2023
Q4 		$546M Sell
11,853,701
-790,290
-6% -$34.9M 0.05% 334
2023
Q3 		$553M Buy
12,643,991
+12,581,200
+20,037% +$562M 0.06% 288
2023
Q2 		$2.86M Buy
62,791
+2,757
+5% +$126K ﹤0.01% 3278
2023
Q1 		$2.77M Buy
60,034
+19,446
+48% +$890K ﹤0.01% 3297
2022
Q4 		$1.82M Sell
40,588
-6,064
-13% -$271K ﹤0.01% 3633
2022
Q3 		$2.08M Sell
46,652
-38,865
-45% -$1.81M ﹤0.01% 3429
2022
Q2 		$4M Buy
85,517
+11,802
+16% +$561K ﹤0.01% 2981
2022
Q1 		$3.66M Buy
73,715
+31,137
+73% +$1.59M ﹤0.01% 3261
2021
Q4 		$2.25M Buy
42,578
+31,845
+297% +$1.69M ﹤0.01% 3768
2021
Q3 		$571K Sell
10,733
-11,823
-52% -$635K ﹤0.01% 4648
2021
Q2 		$1.21M Buy
22,556
+4,652
+26% +$247K ﹤0.01% 4168
2021
Q1 		$945K Buy
17,904
+17,627
+6,364% +$945K ﹤0.01% 4276
2020
Q4 		$15K Sell
277
-336
-55% -$18.3K ﹤0.01% 5344
2020
Q3 		$33K Buy
613
+589
+2,454% +$32.2K ﹤0.01% 5057
2020
Q2 		$1K Buy
+24
New +$1.29K ﹤0.01% 5299
2018
Q4 		– Sell
-30
Closed -$1K – 5799
2018
Q3 		$1K Buy
+30
New +$1.48K ﹤0.01% 5635
2017
Q3 		– Sell
-800
Closed -$41K – 5059
2017
Q2 		$41K Buy
+800
New +$40.7K ﹤0.01% 4387

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Core Universal USD Bond ETF (IUSB) stake by 26% in Q2 2026, buying an estimated $218M and bringing the position to 22,629,549 shares worth $1.05B. The position accounts for 0.06% of the portfolio, ranked #262.

JP Morgan Chase first reported a position in IUSB in Q2 2017 and has held it in 27 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • JP Morgan Chase held 22,629,549 shares of iShares Core Universal USD Bond ETF worth $1.05B as of Q2 2026.
  • JP Morgan Chase bought 4,720,015 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $218M.
  • iShares Core Universal USD Bond ETF made up 0.06% of JP Morgan Chase's portfolio in Q2 2026, its #262 holding.
  • JP Morgan Chase first reported a position in iShares Core Universal USD Bond ETF in Q2 2017 and has held it in 27 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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