JP Morgan Chase
AOM icon

JP Morgan Chase’s iShares Core Moderate Allocation ETF AOM Stock Holding History

JP Morgan Chase’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.14M Buy
67,237
+48,429
+257% +$2.34M ﹤0.01% 3736
2025
Q4 		$898K Sell
18,808
-25,039
-57% -$1.2M ﹤0.01% 4682
2025
Q3 		$2.09M Sell
43,847
-1,625
-4% -$75.5K ﹤0.01% 4053
2025
Q2 		$2.09M Buy
45,472
+27,156
+148% +$1.2M ﹤0.01% 3880
2025
Q1 		$804K Buy
18,316
+305
+2% +$13.4K ﹤0.01% 4487
2024
Q4 		$782K Sell
18,011
-15,476
-46% -$686K ﹤0.01% 4789
2024
Q3 		$1.51M Sell
33,487
-4,997
-13% -$219K ﹤0.01% 4218
2024
Q2 		$1.66M Buy
38,484
+31,981
+492% +$1.35M ﹤0.01% 3938
2024
Q1 		$278K Sell
6,503
-391,693
-98% -$16.4M ﹤0.01% 5155
2023
Q4 		$16.5M Buy
398,196
+384,706
+2,852% +$15.2M ﹤0.01% 2002
2023
Q3 		$525K Hold
13,490
– – ﹤0.01% 4445
2023
Q2 		$545K Sell
13,490
-12,496
-48% -$499K ﹤0.01% 4435
2023
Q1 		$1.03M Buy
25,986
+23,980
+1,195% +$942K ﹤0.01% 4016
2022
Q4 		$77K Buy
2,006
+516
+35% +$19.6K ﹤0.01% 5450
2022
Q3 		$55K Hold
1,490
– – ﹤0.01% 5512
2022
Q2 		$58K Hold
1,490
– – ﹤0.01% 5615
2022
Q1 		$64K Hold
1,490
– – ﹤0.01% 5693
2021
Q4 		$68K Hold
1,490
– – ﹤0.01% 5831
2021
Q3 		$67K Hold
1,490
– – ﹤0.01% 5738
2021
Q2 		$67K Buy
+1,490
New +$66.4K ﹤0.01% 5660
2021
Q1 		– Sell
-1,000
Closed -$43K – 6041
2020
Q4 		$43K Hold
1,000
– – ﹤0.01% 5186
2020
Q3 		$41K Sell
1,000
-10
-1% -$410 ﹤0.01% 4994
2020
Q2 		$40K Sell
1,010
-305
-23% -$11.8K ﹤0.01% 4896
2020
Q1 		$48K Hold
1,315
– – ﹤0.01% 4735
2019
Q4 		$53K Sell
1,315
-215
-14% -$8.52K ﹤0.01% 5108
2019
Q3 		$60K Sell
1,530
-390
-20% -$15.2K ﹤0.01% 5097
2019
Q2 		$75K Buy
1,920
+805
+72% +$30.8K ﹤0.01% 5020
2019
Q1 		$42K Sell
1,115
-5,593
-83% -$207K ﹤0.01% 5194
2018
Q4 		$239K Buy
6,708
+262
+4% +$9.55K ﹤0.01% 4506
2018
Q3 		$244K Buy
6,446
+645
+11% +$24.3K ﹤0.01% 4608
2018
Q2 		$218K Hold
5,801
– – ﹤0.01% 4526
2018
Q1 		$219K Sell
5,801
-32,983
-85% -$1.26M ﹤0.01% 4337
2017
Q4 		$1.48M Buy
38,784
+36,599
+1,675% +$1.4M ﹤0.01% 3499
2017
Q3 		$83K Sell
2,185
-1,045
-32% -$39.2K ﹤0.01% 4349
2017
Q2 		$120K Buy
3,230
+984
+44% +$36.3K ﹤0.01% 4116
2017
Q1 		$82K Hold
2,246
– – ﹤0.01% 4389
2016
Q4 		$79K Buy
2,246
+2,146
+2,146% +$75.9K ﹤0.01% 4456
2016
Q3 		$4K Sell
100
-391
-80% -$14K ﹤0.01% 4381
2016
Q2 		$17K Buy
+491
New +$17.2K ﹤0.01% 4251

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Core Moderate Allocation ETF (AOM) stake by 257% in Q1 2026, buying an estimated $2.34M and bringing the position to 67,237 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

JP Morgan Chase first reported a position in AOM in Q2 2016 and has held it in 39 quarters since. The position peaked at $16.5M in Q4 2023. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • JP Morgan Chase held 67,237 shares of iShares Core Moderate Allocation ETF worth $3.14M as of Q1 2026.
  • JP Morgan Chase bought 48,429 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $2.34M.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3736 holding.
  • JP Morgan Chase first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 39 quarters since.
  • JP Morgan Chase's iShares Core Moderate Allocation ETF position peaked at $16.5M in Q4 2023.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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