JP Morgan Chase
NEAR icon

JP Morgan Chase’s iShares Short Maturity Bond ETF NEAR Stock Holding History

JP Morgan Chase’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
35,464
+32,536
+1,111% +$1.66M ﹤0.01% 4183
2025
Q4 		$150K Sell
2,928
-39,369
-93% -$2.02M ﹤0.01% 5671
2025
Q3 		$2.17M Buy
42,297
+3,955
+10% +$202K ﹤0.01% 4018
2025
Q2 		$1.96M Sell
38,342
-7,721
-17% -$392K ﹤0.01% 3936
2025
Q1 		$2.34M Buy
46,063
+29,923
+185% +$1.52M ﹤0.01% 3756
2024
Q4 		$815K Sell
16,140
-25,416
-61% -$1.29M ﹤0.01% 4766
2024
Q3 		$2.13M Buy
41,556
+13,884
+50% +$706K ﹤0.01% 3961
2024
Q2 		$1.39M Buy
27,672
+24,957
+919% +$1.25M ﹤0.01% 4051
2024
Q1 		$137K Sell
2,715
-86,310
-97% -$4.35M ﹤0.01% 5536
2023
Q4 		$4.5M Sell
89,025
-18,219
-17% -$912K ﹤0.01% 3185
2023
Q3 		$5.35M Buy
107,244
+53,943
+101% +$2.68M ﹤0.01% 2788
2023
Q2 		$2.65M Buy
53,301
+53,088
+24,924% +$2.63M ﹤0.01% 3325
2023
Q1 		$11K Sell
213
-48,036
-100% -$2.38M ﹤0.01% 6099
2022
Q4 		$2.38M Buy
+48,249
New +$2.37M ﹤0.01% 3428
2022
Q3 		– Sell
-57,368
Closed -$2.83M – 6717
2022
Q2 		$2.83M Sell
57,368
-25,979
-31% -$1.28M ﹤0.01% 3273
2022
Q1 		$4.13M Sell
83,347
-48,327
-37% -$2.4M ﹤0.01% 3170
2021
Q4 		$6.58M Sell
131,674
-39,524
-23% -$1.98M ﹤0.01% 2820
2021
Q3 		$8.58M Sell
171,198
-4,312
-2% -$216K ﹤0.01% 2522
2021
Q2 		$8.8M Sell
175,510
-64,511
-27% -$3.24M ﹤0.01% 2539
2021
Q1 		$12M Sell
240,021
-29,237
-11% -$1.47M ﹤0.01% 2188
2020
Q4 		$13.5M Buy
269,258
+7,243
+3% +$363K ﹤0.01% 1956
2020
Q3 		$13.1M Sell
262,015
-187,988
-42% -$9.41M ﹤0.01% 1815
2020
Q2 		$22.5M Buy
450,003
+30,522
+7% +$1.51M ﹤0.01% 1300
2020
Q1 		$20.3M Buy
419,481
+213,262
+103% +$10.6M ﹤0.01% 1248
2019
Q4 		$10.4M Buy
206,219
+37,405
+22% +$1.88M ﹤0.01% 2084
2019
Q3 		$8.5M Sell
168,814
-228,538
-58% -$11.5M ﹤0.01% 2262
2019
Q2 		$20M Buy
397,352
+174,836
+79% +$8.78M ﹤0.01% 1566
2019
Q1 		$11.2M Sell
222,516
-13,991
-6% -$701K ﹤0.01% 1952
2018
Q4 		$11.8M Sell
236,507
-150,328
-39% -$7.52M ﹤0.01% 1876
2018
Q3 		$19.4M Buy
386,835
+216,138
+127% +$10.8M ﹤0.01% 1684
2018
Q2 		$8.56M Buy
170,697
+34,532
+25% +$1.73M ﹤0.01% 2264
2018
Q1 		$6.83M Buy
136,165
+28,128
+26% +$1.41M ﹤0.01% 2316
2017
Q4 		$5.42M Buy
108,037
+5,136
+5% +$258K ﹤0.01% 2623
2017
Q3 		$5.17M Buy
102,901
+18,236
+22% +$916K ﹤0.01% 2550
2017
Q2 		$4.26M Sell
84,665
-41,030
-33% -$2.06M ﹤0.01% 2582
2017
Q1 		$6.32M Buy
125,695
+111,550
+789% +$5.6M ﹤0.01% 2271
2016
Q4 		$710K Buy
14,145
+8,009
+131% +$402K ﹤0.01% 3595
2016
Q3 		$308K Sell
6,136
-14,588
-70% -$732K ﹤0.01% 3566
2016
Q2 		$1.04M Buy
20,724
+1,384
+7% +$69.3K ﹤0.01% 3157
2016
Q1 		$968K Sell
19,340
-1,125
-5% -$56.3K ﹤0.01% 3083
2015
Q4 		$1.02M Sell
20,465
-7,224
-26% -$361K ﹤0.01% 3108
2015
Q3 		$1.39M Buy
27,689
+5,640
+26% +$282K ﹤0.01% 2942
2015
Q2 		$1.11M Buy
+22,049
New +$1.11M ﹤0.01% 3233

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Short Maturity Bond ETF (NEAR) stake by 1,111% in Q1 2026, buying an estimated $1.66M and bringing the position to 35,464 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #4183.

JP Morgan Chase first reported a position in NEAR in Q2 2015 and has held it in 43 quarters since. The position peaked at $22.5M in Q2 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • JP Morgan Chase held 35,464 shares of iShares Short Maturity Bond ETF worth $1.8M as of Q1 2026.
  • JP Morgan Chase bought 32,536 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.66M.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4183 holding.
  • JP Morgan Chase first reported a position in iShares Short Maturity Bond ETF in Q2 2015 and has held it in 43 quarters since.
  • JP Morgan Chase's iShares Short Maturity Bond ETF position peaked at $22.5M in Q2 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

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