JP Morgan Chase
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JP Morgan Chase’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

JP Morgan Chase’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.3M Buy
668,197
+18,002
+3% +$1.23M ﹤0.01% 1536
2026
Q1 		$41M Buy
650,195
+56,158
+9% +$3.7M ﹤0.01% 1508
2025
Q4 		$38.6M Sell
594,037
-14,413
-2% -$935K ﹤0.01% 1537
2025
Q3 		$39.2M Sell
608,450
-109,292
-15% -$6.83M ﹤0.01% 1572
2025
Q2 		$44.2M Buy
717,742
+39,188
+6% +$2.29M ﹤0.01% 1399
2025
Q1 		$39.1M Sell
678,554
-3,260
-0.5% -$190K ﹤0.01% 1453
2024
Q4 		$39.1M Sell
681,814
-5,246
-0.8% -$307K ﹤0.01% 1473
2024
Q3 		$40.7M Buy
687,060
+604,665
+734% +$34.7M ﹤0.01% 1459
2024
Q2 		$4.64M Buy
82,395
+58,606
+246% +$3.24M ﹤0.01% 3093
2024
Q1 		$1.32M Buy
23,789
+14,319
+151% +$772K ﹤0.01% 4142
2023
Q4 		$504K Sell
9,470
-2,936
-24% -$148K ﹤0.01% 4790
2023
Q3 		$613K Buy
12,406
+5,190
+72% +$264K ﹤0.01% 4366
2023
Q2 		$371K Sell
7,216
-7,522
-51% -$379K ﹤0.01% 4676
2023
Q1 		$738K Buy
14,738
+5,829
+65% +$287K ﹤0.01% 4249
2022
Q4 		$420K Buy
8,909
+28
+0.3% +$1.32K ﹤0.01% 4627
2022
Q3 		$397K Buy
8,881
+176
+2% +$8.53K ﹤0.01% 4599
2022
Q2 		$418K Sell
8,705
-12
-0.1% -$604 ﹤0.01% 4674
2022
Q1 		$470K Buy
8,717
+128
+1% +$6.97K ﹤0.01% 4749
2021
Q4 		$491K Buy
8,589
+385
+5% +$21.8K ﹤0.01% 4842
2021
Q3 		$455K Buy
8,204
+119
+1% +$6.71K ﹤0.01% 4785
2021
Q2 		$453K Buy
8,085
+281
+4% +$15.5K ﹤0.01% 4755
2021
Q1 		$418K Buy
7,804
+468
+6% +$24.9K ﹤0.01% 4791
2020
Q4 		$383K Buy
7,336
+97
+1% +$4.88K ﹤0.01% 4522
2020
Q3 		$350K Sell
7,239
-629
-8% -$30.3K ﹤0.01% 4133
2020
Q2 		$365K Buy
7,868
+587
+8% +$26.1K ﹤0.01% 3983
2020
Q1 		$301K Buy
+7,281
New +$334K ﹤0.01% 4085
2016
Q3 		– Sell
-25
Closed -$1K – 4518
2016
Q2 		$1K Sell
25
-114
-82% -$4.51K ﹤0.01% 4655
2016
Q1 		$5K Buy
+139
New +$5.26K ﹤0.01% 4360

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.8% in Q2 2026, buying an estimated $1.23M and bringing the position to 668,197 shares worth $46.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

JP Morgan Chase first reported a position in AOR in Q1 2016 and has held it in 28 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • JP Morgan Chase held 668,197 shares of iShares Core 60/40 Balanced Allocation ETF worth $46.3M as of Q2 2026.
  • JP Morgan Chase bought 18,002 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.23M.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1536 holding.
  • JP Morgan Chase first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2016 and has held it in 28 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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