JP Morgan Chase
SGOV icon

JP Morgan Chase’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

JP Morgan Chase’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285M Buy
2,835,573
+261,091
+10% +$26.2M 0.02% 627
2026
Q1 		$259M Buy
2,574,482
+223,686
+10% +$22.5M 0.02% 598
2025
Q4 		$236M Buy
2,350,796
+288,947
+14% +$29M 0.01% 610
2025
Q3 		$208M Sell
2,061,849
-995,015
-33% -$100M 0.01% 682
2025
Q2 		$308M Buy
3,056,864
+884,640
+41% +$88.9M 0.02% 553
2025
Q1 		$219M Buy
2,172,224
+557,273
+35% +$56M 0.02% 648
2024
Q4 		$162M Sell
1,614,951
-27,736
-2% -$2.79M 0.01% 737
2024
Q3 		$165M Sell
1,642,687
-242,549
-13% -$24.4M 0.01% 756
2024
Q2 		$190M Buy
1,885,236
+643,446
+52% +$64.7M 0.02% 679
2024
Q1 		$125M Buy
1,241,790
+438,997
+55% +$44.1M 0.01% 839
2023
Q4 		$80.5M Buy
802,793
+236,894
+42% +$23.8M 0.01% 990
2023
Q3 		$57M Buy
565,899
+410,944
+265% +$41.3M 0.01% 1055
2023
Q2 		$15.6M Sell
154,955
-217,572
-58% -$21.8M ﹤0.01% 1900
2023
Q1 		$37.5M Buy
+372,527
New +$37.4M ﹤0.01% 1243
2022
Q3 		– Sell
-11,621
Closed -$1.16M – 6810
2022
Q2 		$1.16M Buy
+11,621
New +$1.16M ﹤0.01% 3968

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

JP Morgan Chase increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, buying an estimated $26.2M and bringing the position to 2,835,573 shares worth $285M. The position accounts for 0.02% of the portfolio, ranked #627.

JP Morgan Chase first reported a position in SGOV in Q2 2022 and has held it in 15 quarters since. The position peaked at $308M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • JP Morgan Chase held 2,835,573 shares of iShares 0-3 Month Treasury Bond ETF worth $285M as of Q2 2026.
  • JP Morgan Chase bought 261,091 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $26.2M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #627 holding.
  • JP Morgan Chase first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's iShares 0-3 Month Treasury Bond ETF position peaked at $308M in Q2 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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