JP Morgan Chase
AGZ icon

JP Morgan Chase’s iShares Agency Bond ETF AGZ Stock Holding History

JP Morgan Chase’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$683K Sell
6,219
-302
-5% -$33.3K ﹤0.01% 4813
2025
Q4 		$719K Sell
6,521
-488
-7% -$53.9K ﹤0.01% 4811
2025
Q3 		$774K Sell
7,009
-384
-5% -$42.1K ﹤0.01% 4767
2025
Q2 		$811K Sell
7,393
-315
-4% -$34.3K ﹤0.01% 4512
2025
Q1 		$844K Sell
7,708
-3,345
-30% -$363K ﹤0.01% 4464
2024
Q4 		$1.19M Sell
11,053
-42,423
-79% -$4.62M ﹤0.01% 4503
2024
Q3 		$5.9M Buy
53,476
+37,812
+241% +$4.14M ﹤0.01% 3100
2024
Q2 		$1.69M Buy
15,664
+4,024
+35% +$432K ﹤0.01% 3927
2024
Q1 		$1.26M Buy
11,640
+1,713
+17% +$185K ﹤0.01% 4175
2023
Q4 		$1.08M Sell
9,927
-7,563
-43% -$805K ﹤0.01% 4278
2023
Q3 		$1.85M Buy
17,490
+9,784
+127% +$1.04M ﹤0.01% 3592
2023
Q2 		$824K Buy
7,706
+6,215
+417% +$670K ﹤0.01% 4196
2023
Q1 		$161K Sell
1,491
-6,848
-82% -$736K ﹤0.01% 5184
2022
Q4 		$888K Sell
8,339
-38
-0.5% -$4.04K ﹤0.01% 4133
2022
Q3 		$892K Sell
8,377
-230
-3% -$25.1K ﹤0.01% 4084
2022
Q2 		$947K Buy
8,607
+64
+0.7% +$7.06K ﹤0.01% 4137
2022
Q1 		$959K Buy
8,543
+210
+3% +$24.1K ﹤0.01% 4302
2021
Q4 		$976K Buy
8,333
+7,988
+2,315% +$941K ﹤0.01% 4407
2021
Q3 		$41K Hold
345
– – ﹤0.01% 5889
2021
Q2 		$41K Hold
345
– – ﹤0.01% 5788
2021
Q1 		$41K Hold
345
– – ﹤0.01% 5575
2020
Q4 		$41K Sell
345
-3,472
-91% -$418K ﹤0.01% 5198
2020
Q3 		$463K Sell
3,817
-155
-4% -$18.8K ﹤0.01% 4019
2020
Q2 		$481K Buy
3,972
+113
+3% +$13.6K ﹤0.01% 3869
2020
Q1 		$465K Buy
+3,859
New +$455K ﹤0.01% 3848
2019
Q2 		– Sell
-679
Closed -$77K – 5748
2019
Q1 		$77K Buy
+679
New +$76.3K ﹤0.01% 4967
2018
Q1 		– Sell
-21
Closed -$2K – 5362
2017
Q4 		$2K Buy
+21
New +$2.38K ﹤0.01% 5363
2017
Q3 		– Sell
-7
Closed -$1K – 4948
2017
Q2 		$1K Buy
+7
New +$795 ﹤0.01% 4871

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M AUM
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Agency Bond ETF (AGZ) stake by 4.6% in Q1 2026, selling an estimated $33.3K and leaving 6,219 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #4813.

JP Morgan Chase first reported a position in AGZ in Q2 2017 and has held it in 28 quarters since. The position peaked at $5.9M in Q3 2024. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • JP Morgan Chase held 6,219 shares of iShares Agency Bond ETF worth $683K as of Q1 2026.
  • JP Morgan Chase sold 302 iShares Agency Bond ETF shares in Q1 2026, an estimated $33.3K.
  • iShares Agency Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4813 holding.
  • JP Morgan Chase first reported a position in iShares Agency Bond ETF in Q2 2017 and has held it in 28 quarters since.
  • JP Morgan Chase's iShares Agency Bond ETF position peaked at $5.9M in Q3 2024.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

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