JP Morgan Chase
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JP Morgan Chase’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

JP Morgan Chase’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$597K Buy
24,796
+24,712
+29,419% +$596K ﹤0.01% 4894
2025
Q4 		$2.01K Sell
84
-594
-88% -$14.4K ﹤0.01% 6945
2025
Q3 		$16.5K Sell
678
-1,407
-67% -$34K ﹤0.01% 6525
2025
Q2 		$50.2K Sell
2,085
-5
-0.2% -$119 ﹤0.01% 5924
2025
Q1 		$50.7K Buy
2,090
+7
+0.3% +$166 ﹤0.01% 5876
2024
Q4 		$48.5K Sell
2,083
-7
-0.3% -$165 ﹤0.01% 6026
2024
Q3 		$50.4K Sell
2,090
-9
-0.4% -$214 ﹤0.01% 5987
2024
Q2 		$49.1K Sell
2,099
-567
-21% -$13.2K ﹤0.01% 5867
2024
Q1 		$63.1K Buy
2,666
+576
+28% +$13.6K ﹤0.01% 5851
2023
Q4 		$49.4K Sell
2,090
-4,471
-68% -$103K ﹤0.01% 6007
2023
Q3 		$151K Buy
6,561
+6,461
+6,461% +$151K ﹤0.01% 5237
2023
Q2 		$2.37K Buy
+100
New +$2.41K ﹤0.01% 6309
2021
Q1 		– Sell
-2,598
Closed -$72K – 6347
2020
Q4 		$72K Hold
2,598
– – ﹤0.01% 5071
2020
Q3 		$72K Buy
+2,598
New +$70.9K ﹤0.01% 4833

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 29,419% in Q1 2026, buying an estimated $596K and bringing the position to 24,796 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #4894.

JP Morgan Chase first reported a position in TDTF in Q3 2020 and has held it in 14 quarters since. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • JP Morgan Chase held 24,796 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $597K as of Q1 2026.
  • JP Morgan Chase bought 24,712 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $596K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4894 holding.
  • JP Morgan Chase first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2020 and has held it in 14 quarters since.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

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