JP Morgan Chase
AOK icon

JP Morgan Chase’s iShares Core Conservative Allocation ETF AOK Stock Holding History

JP Morgan Chase’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Sell
44,422
-3
-0% -$123 ﹤0.01% 4246
2026
Q1 		$1.75M Buy
44,425
+39,938
+890% +$1.62M ﹤0.01% 4213
2025
Q4 		$180K Sell
4,487
-36,338
-89% -$1.47M ﹤0.01% 5595
2025
Q3 		$1.64M Buy
+40,825
New +$1.61M ﹤0.01% 4229
2025
Q2 		– Sell
-1,249
Closed -$47K – 7047
2025
Q1 		$47K Sell
1,249
-212
-15% -$7.99K ﹤0.01% 5903
2024
Q4 		$54.5K Sell
1,461
-200
-12% -$7.6K ﹤0.01% 5985
2024
Q3 		$64.2K Sell
1,661
-266
-14% -$10K ﹤0.01% 5897
2024
Q2 		$71.2K Sell
1,927
-1,345
-41% -$49.1K ﹤0.01% 5699
2024
Q1 		$120K Buy
3,272
+172
+6% +$6.22K ﹤0.01% 5589
2023
Q4 		$112K Buy
3,100
+1,800
+138% +$62.3K ﹤0.01% 5685
2023
Q3 		$44.1K Sell
1,300
-24,502
-95% -$854K ﹤0.01% 5844
2023
Q2 		$909K Sell
25,802
-2,320
-8% -$81.2K ﹤0.01% 4130
2023
Q1 		$982K Buy
28,122
+26,822
+2,063% +$928K ﹤0.01% 4063
2022
Q4 		$44K Sell
1,300
-40
-3% -$1.34K ﹤0.01% 5668
2022
Q3 		$43K Sell
1,340
-2,332
-64% -$80.9K ﹤0.01% 5597
2022
Q2 		$127K Sell
3,672
-4,200
-53% -$150K ﹤0.01% 5297
2022
Q1 		$296K Sell
7,872
-989
-11% -$37.9K ﹤0.01% 4979
2021
Q4 		$354K Sell
8,861
-4,170
-32% -$166K ﹤0.01% 5039
2021
Q3 		$514K Sell
13,031
-279
-2% -$11.2K ﹤0.01% 4704
2021
Q2 		$530K Sell
13,310
-899
-6% -$35.4K ﹤0.01% 4658
2021
Q1 		$549K Sell
14,209
-3,338
-19% -$129K ﹤0.01% 4624
2020
Q4 		$680K Sell
17,547
-1,285
-7% -$48.8K ﹤0.01% 4191
2020
Q3 		$700K Sell
18,832
-16,931
-47% -$630K ﹤0.01% 3831
2020
Q2 		$1.3M Buy
35,763
+11,534
+48% +$408K ﹤0.01% 3362
2020
Q1 		$818K Buy
24,229
+2,627
+12% +$93.6K ﹤0.01% 3535
2019
Q4 		$783K Sell
21,602
-7,443
-26% -$267K ﹤0.01% 4002
2019
Q3 		$1.04M Sell
29,045
-490
-2% -$17.4K ﹤0.01% 3814
2019
Q2 		$1.04M Buy
29,535
+2,547
+9% +$88.4K ﹤0.01% 3844
2019
Q1 		$932K Sell
26,988
-4,867
-15% -$164K ﹤0.01% 3845
2018
Q4 		$1.04M Buy
31,855
+1,540
+5% +$51.1K ﹤0.01% 3720
2018
Q3 		$1.04M Buy
30,315
+2,574
+9% +$87.8K ﹤0.01% 3893
2018
Q2 		$943K Buy
27,741
+386
+1% +$13.2K ﹤0.01% 3864
2018
Q1 		$937K Buy
27,355
+3,485
+15% +$120K ﹤0.01% 3706
2017
Q4 		$827K Buy
23,870
+6,349
+36% +$220K ﹤0.01% 3829
2017
Q3 		$603K Buy
17,521
+925
+6% +$31.6K ﹤0.01% 3754
2017
Q2 		$564K Sell
16,596
-4
-0% -$135 ﹤0.01% 3671
2017
Q1 		$553K Sell
16,600
-425
-2% -$14K ﹤0.01% 3667
2016
Q4 		$554K Buy
17,025
+2,125
+14% +$69.5K ﹤0.01% 3716
2016
Q3 		$497K Buy
14,900
+1,600
+12% +$53.2K ﹤0.01% 3403
2016
Q2 		$436K Buy
13,300
+1,450
+12% +$47.1K ﹤0.01% 3480
2016
Q1 		$383K Buy
11,850
+1,400
+13% +$44K ﹤0.01% 3430
2015
Q4 		$331K Buy
10,450
+1,500
+17% +$47.9K ﹤0.01% 3527
2015
Q3 		$282K Buy
+8,950
New +$287K ﹤0.01% 3596

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase's AOK Position: Q2 2026 in Review

JP Morgan Chase reduced its iShares Core Conservative Allocation ETF (AOK) stake by 0.01% in Q2 2026, selling an estimated $123 and leaving 44,422 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #4246.

JP Morgan Chase first reported a position in AOK in Q3 2015 and has held it in 43 quarters since. 185 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • JP Morgan Chase held 44,422 shares of iShares Core Conservative Allocation ETF worth $1.84M as of Q2 2026.
  • JP Morgan Chase sold 3 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $123.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4246 holding.
  • JP Morgan Chase first reported a position in iShares Core Conservative Allocation ETF in Q3 2015 and has held it in 43 quarters since.
  • 185 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.