JP Morgan Chase
AOA icon

JP Morgan Chase’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

JP Morgan Chase’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.15M Buy
59,700
+7,675
+15% +$699K ﹤0.01% 3271
2025
Q4 		$4.66M Sell
52,025
-7,395
-12% -$658K ﹤0.01% 3375
2025
Q3 		$5.24M Buy
59,420
+12,409
+26% +$1.06M ﹤0.01% 3315
2025
Q2 		$3.92M Buy
47,011
+6,945
+17% +$543K ﹤0.01% 3369
2025
Q1 		$3.07M Sell
40,066
-418
-1% -$32.6K ﹤0.01% 3558
2024
Q4 		$3.1M Sell
40,484
-6
-0% -$470 ﹤0.01% 3810
2024
Q3 		$3.2M Buy
40,490
+1,966
+5% +$149K ﹤0.01% 3585
2024
Q2 		$2.88M Buy
38,524
+23,144
+150% +$1.69M ﹤0.01% 3473
2024
Q1 		$1.13M Buy
15,380
+5,399
+54% +$381K ﹤0.01% 4256
2023
Q4 		$689K Buy
9,981
+7,488
+300% +$488K ﹤0.01% 4574
2023
Q3 		$158K Sell
2,493
-6,981
-74% -$459K ﹤0.01% 5209
2023
Q2 		$629K Sell
9,474
-2,300
-20% -$148K ﹤0.01% 4362
2023
Q1 		$749K Buy
11,774
+8,463
+256% +$529K ﹤0.01% 4241
2022
Q4 		$198K Buy
3,311
+832
+34% +$49.3K ﹤0.01% 5042
2022
Q3 		$137K Buy
2,479
+202
+9% +$12.3K ﹤0.01% 5138
2022
Q2 		$136K Buy
2,277
+134
+6% +$8.53K ﹤0.01% 5269
2022
Q1 		$148K Buy
2,143
+412
+24% +$28.5K ﹤0.01% 5330
2021
Q4 		$126K Buy
1,731
+326
+23% +$23.5K ﹤0.01% 5578
2021
Q3 		$98K Buy
1,405
+275
+24% +$19.6K ﹤0.01% 5579
2021
Q2 		$79K Sell
1,130
-67
-6% -$4.66K ﹤0.01% 5618
2021
Q1 		$80K Buy
1,197
+884
+282% +$58.4K ﹤0.01% 5428
2020
Q4 		$20K Buy
+313
New +$19.1K ﹤0.01% 5299
2020
Q3 		– Sell
-2,720
Closed -$149K – 5460
2020
Q2 		$149K Buy
2,720
+2,520
+1,260% +$131K ﹤0.01% 4406
2020
Q1 		$9K Buy
+200
New +$11K ﹤0.01% 5059
2019
Q3 		– Sell
-200
Closed -$11K – 5700
2019
Q2 		$11K Sell
200
-300
-60% -$16.2K ﹤0.01% 5546
2019
Q1 		$27K Sell
500
-1,000
-67% -$51.9K ﹤0.01% 5322
2018
Q4 		$73K Hold
1,500
– – ﹤0.01% 4960
2018
Q3 		$82K Hold
1,500
– – ﹤0.01% 5027
2018
Q2 		$80K Sell
1,500
-2,500
-63% -$135K ﹤0.01% 4914
2018
Q1 		$214K Hold
4,000
– – ﹤0.01% 4346
2017
Q4 		$216K Hold
4,000
– – ﹤0.01% 4386
2017
Q3 		$213K Hold
4,000
– – ﹤0.01% 4093
2017
Q2 		$207K Hold
4,000
– – ﹤0.01% 3973
2017
Q1 		$200K Hold
4,000
– – ﹤0.01% 4073
2016
Q4 		$189K Sell
4,000
-1,400
-26% -$65.7K ﹤0.01% 4202
2016
Q3 		$256K Hold
5,400
– – ﹤0.01% 3610
2016
Q2 		$248K Sell
5,400
-1,000
-16% -$45.5K ﹤0.01% 3654
2016
Q1 		$290K Buy
6,400
+5,624
+725% +$243K ﹤0.01% 3514
2015
Q4 		$34K Buy
+776
New +$35.4K ﹤0.01% 3985

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 15% in Q1 2026, buying an estimated $699K and bringing the position to 59,700 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

JP Morgan Chase first reported a position in AOA in Q4 2015 and has held it in 39 quarters since. The position peaked at $5.24M in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • JP Morgan Chase held 59,700 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.15M as of Q1 2026.
  • JP Morgan Chase bought 7,675 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $699K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3271 holding.
  • JP Morgan Chase first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and has held it in 39 quarters since.
  • JP Morgan Chase's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.24M in Q3 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

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