JP Morgan Chase’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

JP Morgan Chase’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.6M	Buy	613,047 +161,468	+36%	+$5.34M	﹤0.01%	2189
2026 Q1	$13.6M	Buy	451,579 +144,071	+47%	+$4.58M	﹤0.01%	2409
2025 Q4	$9.74M	Buy	307,508 +12,886	+4%	+$408K	﹤0.01%	2708
2025 Q3	$9.35M	Buy	294,622 +4,591	+2%	+$141K	﹤0.01%	2774
2025 Q2	$8.73M	Buy	290,031 +99,721	+52%	+$2.84M	﹤0.01%	2676
2025 Q1	$5.48M	Buy	190,310 +31,245	+20%	+$941K	﹤0.01%	3078
2024 Q4	$4.81M	Buy	+159,065	New	+$4.89M	﹤0.01%	3379

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

JP Morgan Chase increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 36% in Q2 2026, buying an estimated $5.34M and bringing the position to 613,047 shares worth $20.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

JP Morgan Chase first reported a position in BALI in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

JP Morgan Chase held 613,047 shares of iShares U.S. Large Cap Premium Income Active ETF worth $20.6M as of Q2 2026.
JP Morgan Chase bought 161,468 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $5.34M.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2189 holding.
JP Morgan Chase first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

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