JP Morgan Chase’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

JP Morgan Chase’s Portfolio XSVN Stock Details XSVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-291	Closed	-$14K	–	7832
2025 Q3	$14K	Buy	+291	New	+$13.9K	﹤0.01%	6567
2025 Q1	–	Sell	-18,819	Closed	-$871K	–	7785
2024 Q4	$871K	Buy	+18,819	New	+$890K	﹤0.01%	4725
2024 Q3	–	Sell	-13	Closed	-$611	–	7718
2024 Q2	$611	Buy	+13	New	+$606	﹤0.01%	6671

Other funds holding XSVN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

JP Morgan Chase's XSVN Position: Q4 2025 in Review

JP Morgan Chase sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2025, closing a stake of 291 shares — an estimated $14K sold.

JP Morgan Chase first reported a position in XSVN in Q2 2024 and held it in 3 quarters. The position peaked at $871K in Q4 2024. 45 funds tracked by Wall St. Rank hold XSVN as of Q4 2025.

JP Morgan Chase reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
JP Morgan Chase sold 291 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $14K.
JP Morgan Chase first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and held it in 3 quarters.
JP Morgan Chase's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $871K in Q4 2024.
45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.