JP Morgan Chase
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JP Morgan Chase’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

JP Morgan Chase’s Portfolio LQDH Stock Details LQDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Sell
2,227
-18,115
-89% -$1.68M ﹤0.01% 5458
2025
Q4 		$1.9M Buy
20,342
+1,974
+11% +$184K ﹤0.01% 4114
2025
Q3 		$1.72M Sell
18,368
-36,518
-67% -$3.39M ﹤0.01% 4191
2025
Q2 		$5.07M Buy
54,886
+48,227
+724% +$4.41M ﹤0.01% 3151
2025
Q1 		$614K Buy
6,659
+4,119
+162% +$383K ﹤0.01% 4650
2024
Q4 		$236K Buy
2,540
+112
+5% +$10.4K ﹤0.01% 5409
2024
Q3 		$226K Buy
2,428
+2,108
+659% +$195K ﹤0.01% 5352
2024
Q2 		$29.7K Buy
320
+4
+1% +$374 ﹤0.01% 6036
2024
Q1 		$29.7K Buy
316
+2
+0.6% +$187 ﹤0.01% 6118
2023
Q4 		$29.2K Buy
314
+5
+2% +$463 ﹤0.01% 6163
2023
Q3 		$28.6K Buy
+309
New +$28.7K ﹤0.01% 5974
2021
Q4 		– Sell
-1,000
Closed -$96K – 6821
2021
Q3 		$96K Buy
+1,000
New +$95.9K ﹤0.01% 5586
2019
Q1 		– Sell
-3,509
Closed -$318K – 5924
2018
Q4 		$318K Sell
3,509
-3,310
-49% -$313K ﹤0.01% 4363
2018
Q3 		$663K Buy
+6,819
New +$658K ﹤0.01% 4140

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 89% in Q1 2026, selling an estimated $1.68M and leaving 2,227 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #5458.

JP Morgan Chase first reported a position in LQDH in Q3 2018 and has held it in 14 quarters since. The position peaked at $5.07M in Q2 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • JP Morgan Chase held 2,227 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $205K as of Q1 2026.
  • JP Morgan Chase sold 18,115 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $1.68M.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5458 holding.
  • JP Morgan Chase first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2018 and has held it in 14 quarters since.
  • JP Morgan Chase's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $5.07M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

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