XHYF β€” BONDBLOXX USD HY BOND F REIT

Ownership history in JPMORGAN CHASE & CO  Β·  7 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported BONDBLOXX USD HY BOND F REIT (XHYF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows XHYF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XHYF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in BONDBLOXX USD HY BOND F REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XHYF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPMORGAN CHASE & CO held XHYF β€” position size vs. price
% of Fund (quarterly)    XHYF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,375 -2,205 -39.5% 0.00% $128K 2026-02-14 (Est.) $37.31
2025 Q3 REDUCED 5,580 -2,789 -33.3% 0.00% $213K 2025-11-07 $36.68
2025 Q2 REDUCED 8,369 -3,643 -30.3% 0.00% $318K 2025-08-12 $36.23
2025 Q1 REDUCED 12,012 -1,858 -13.4% 0.00% $450K 2025-05-12 $35.13
2024 Q4 REDUCED 13,870 -1,649 -10.6% 0.00% $517K 2025-02-12 $34.71
2024 Q3 REDUCED 15,519 -198 -1.3% 0.00% $591K 2024-11-08 $34.24
2024 Q2 INITIATED 15,717 β€” β€” 0.00% $579K 2024-08-12 $33.12

🏒 Other funds also holding XHYF

As of 2026 Q1 β€” sorted by position size

PARTNERS WEALTH MANAGEMENT, LLC 0.84% Concurrent Investment Advisors, LLC 0.0%

FAQ About JPMORGAN CHASE & CO and XHYF

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning XHYF?

JPMORGAN CHASE & CO reported XHYF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XHYF position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for XHYF was 0.00% in 2024 Q2.

What is the latest reported XHYF position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 3,375 shares, equal to 0.00% of portfolio, with an estimated market value of $128K.

What does the chart on this XHYF ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly XHYF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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