JP Morgan Chase’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6K | Sell |
98
-914
| -90% | -$104K | ﹤0.01% | 6728 |
|
|
2025
Q4 | $112K | Hold |
1,012
| – | – | ﹤0.01% | 5827 |
|
|
2025
Q3 | $111K | Sell |
1,012
-1
| -0.1% | -$108 | ﹤0.01% | 5841 |
|
|
2025
Q2 | $108K | Buy |
1,013
+50
| +5% | +$5.12K | ﹤0.01% | 5568 |
|
|
2025
Q1 | $100K | Hold |
963
| – | – | ﹤0.01% | 5568 |
|
|
2024
Q4 | $100K | Hold |
963
| – | – | ﹤0.01% | 5760 |
|
|
2024
Q3 | $104K | Sell |
963
-20
| -2% | -$2.04K | ﹤0.01% | 5680 |
|
|
2024
Q2 | $96K | Sell |
983
-40
| -4% | -$3.94K | ﹤0.01% | 5535 |
|
|
2024
Q1 | $104K | Sell |
1,023
-10
| -1% | -$952 | ﹤0.01% | 5654 |
|
|
2023
Q4 | $96.9K | Hold |
1,033
| – | – | ﹤0.01% | 5744 |
|
|
2023
Q3 | $88K | Hold |
1,033
| – | – | ﹤0.01% | 5560 |
|
|
2023
Q2 | $92.2K | Hold |
1,033
| – | – | ﹤0.01% | 5501 |
|
|
2023
Q1 | $90.2K | Hold |
1,033
| – | – | ﹤0.01% | 5471 |
|
|
2022
Q4 | $92K | Sell |
1,033
-11
| -1% | -$961 | ﹤0.01% | 5385 |
|
|
2022
Q3 | $83K | Sell |
1,044
-121
| -10% | -$10.6K | ﹤0.01% | 5370 |
|
|
2022
Q2 | $98K | Sell |
1,165
-23
| -2% | -$2.05K | ﹤0.01% | 5420 |
|
|
2022
Q1 | $113K | Buy |
1,188
+219
| +23% | +$20.2K | ﹤0.01% | 5448 |
|
|
2021
Q4 | $93K | Hold |
969
| – | – | ﹤0.01% | 5716 |
|
|
2021
Q3 | $87K | Buy |
969
+100
| +12% | +$9.22K | ﹤0.01% | 5637 |
|
|
2021
Q2 | $78K | Hold |
869
| – | – | ﹤0.01% | 5622 |
|
|
2021
Q1 | $73K | Buy |
869
+300
| +53% | +$23.9K | ﹤0.01% | 5455 |
|
|
2020
Q4 | $43K | Hold |
569
| – | – | ﹤0.01% | 5187 |
|
|
2020
Q3 | $37K | Sell |
569
-2,521
| -82% | -$164K | ﹤0.01% | 5020 |
|
|
2020
Q2 | $190K | Buy |
3,090
+515
| +20% | +$29.9K | ﹤0.01% | 4282 |
|
|
2020
Q1 | $136K | Buy |
2,575
+85
| +3% | +$5.95K | ﹤0.01% | 4423 |
|
|
2019
Q4 | $192K | Hold |
2,490
| – | – | ﹤0.01% | 4686 |
|
|
2019
Q3 | $181K | Buy |
2,490
+142
| +6% | +$10.2K | ﹤0.01% | 4679 |
|
|
2019
Q2 | $166K | Buy |
2,348
+257
| +12% | +$17.9K | ﹤0.01% | 4734 |
|
|
2019
Q1 | $142K | Sell |
2,091
-192
| -8% | -$12.5K | ﹤0.01% | 4754 |
|
|
2018
Q4 | $135K | Sell |
2,283
-6
| -0.3% | -$384 | ﹤0.01% | 4732 |
|
|
2018
Q3 | $156K | Buy |
2,289
+354
| +18% | +$24K | ﹤0.01% | 4775 |
|
|
2018
Q2 | $125K | Sell |
1,935
-29
| -1% | -$1.9K | ﹤0.01% | 4756 |
|
|
2018
Q1 | $128K | Buy |
1,964
+45
| +2% | +$2.97K | ﹤0.01% | 4513 |
|
|
2017
Q4 | $126K | Buy |
1,919
+318
| +20% | +$20.7K | ﹤0.01% | 4579 |
|
|
2017
Q3 | $100K | Hold |
1,601
| – | – | ﹤0.01% | 4304 |
|
|
2017
Q2 | $97K | Hold |
1,601
| – | – | ﹤0.01% | 4183 |
|
|
2017
Q1 | $93K | Buy |
1,601
+506
| +46% | +$28.9K | ﹤0.01% | 4354 |
|
|
2016
Q4 | $60K | Buy |
+1,095
| New | +$58.7K | ﹤0.01% | 4512 |
|
Other funds holding CZA
RA
PSF
JP Morgan Chase's CZA Position: Q1 2026 in Review
JP Morgan Chase reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 90% in Q1 2026, selling an estimated $104K and leaving 98 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6728.
JP Morgan Chase first reported a position in CZA in Q4 2016 and has held it in 38 quarters since. The position peaked at $192K in Q4 2019. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.
- JP Morgan Chase held 98 shares of Invesco Zacks Mid-Cap ETF worth $10.6K as of Q1 2026.
- JP Morgan Chase sold 914 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $104K.
- Invesco Zacks Mid-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6728 holding.
- JP Morgan Chase first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- JP Morgan Chase's Invesco Zacks Mid-Cap ETF position peaked at $192K in Q4 2019.
- 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.