JP Morgan Chase
EEMS icon

JP Morgan Chase’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

JP Morgan Chase’s Portfolio EEMS Stock Details EEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Sell
4,004
-268
-6% -$19K ﹤0.01% 5325
2025
Q4 		$288K Sell
4,272
-87
-2% -$5.91K ﹤0.01% 5338
2025
Q3 		$296K Sell
4,359
-507
-10% -$33.5K ﹤0.01% 5305
2025
Q2 		$316K Buy
4,866
+3,519
+261% +$209K ﹤0.01% 5007
2025
Q1 		$74.9K Sell
1,347
-113
-8% -$6.43K ﹤0.01% 5711
2024
Q4 		$84.9K Sell
1,460
-7,885
-84% -$480K ﹤0.01% 5811
2024
Q3 		$596K Buy
9,345
+115
+1% +$7.06K ﹤0.01% 4790
2024
Q2 		$564K Sell
9,230
-1,097
-11% -$65.9K ﹤0.01% 4622
2024
Q1 		$608K Sell
10,327
-1,265
-11% -$73K ﹤0.01% 4668
2023
Q4 		$670K Buy
11,592
+7,199
+164% +$398K ﹤0.01% 4599
2023
Q3 		$240K Buy
4,393
+1,603
+57% +$88.6K ﹤0.01% 4948
2023
Q2 		$149K Buy
2,790
+126
+5% +$6.53K ﹤0.01% 5256
2023
Q1 		$134K Buy
2,664
+40
+2% +$2.02K ﹤0.01% 5290
2022
Q4 		$127K Buy
2,624
+2,108
+409% +$100K ﹤0.01% 5250
2022
Q3 		$23K Sell
516
-44
-8% -$2.15K ﹤0.01% 5763
2022
Q2 		$27K Sell
560
-100
-15% -$5.29K ﹤0.01% 5823
2022
Q1 		$38K Sell
660
-160
-20% -$9.17K ﹤0.01% 5896
2021
Q4 		$49K Buy
820
+300
+58% +$18.3K ﹤0.01% 5955
2021
Q3 		$32K Sell
520
-200
-28% -$12.3K ﹤0.01% 5944
2021
Q2 		$45K Buy
720
+380
+112% +$22.9K ﹤0.01% 5762
2021
Q1 		$20K Sell
340
-90
-21% -$5.04K ﹤0.01% 5700
2020
Q4 		$23K Buy
+430
New +$20.7K ﹤0.01% 5272
2019
Q3 		– Sell
-900
Closed -$40K – 5771
2019
Q2 		$40K Hold
900
– – ﹤0.01% 5262
2019
Q1 		$41K Hold
900
– – ﹤0.01% 5199
2018
Q4 		$38K Sell
900
-2,209
-71% -$94.2K ﹤0.01% 5169
2018
Q3 		$142K Buy
3,109
+83
+3% +$3.91K ﹤0.01% 4820
2018
Q2 		$144K Buy
3,026
+1,126
+59% +$58.3K ﹤0.01% 4705
2018
Q1 		$101K Buy
+1,900
New +$103K ﹤0.01% 4581

Other funds holding EEMS

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) stake by 6.3% in Q1 2026, selling an estimated $19K and leaving 4,004 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #5325.

JP Morgan Chase first reported a position in EEMS in Q1 2018 and has held it in 28 quarters since. The position peaked at $670K in Q4 2023. 114 funds tracked by Wall St. Rank hold EEMS as of Q1 2026.

  • JP Morgan Chase held 4,004 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $270K as of Q1 2026.
  • JP Morgan Chase sold 268 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2026, an estimated $19K.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5325 holding.
  • JP Morgan Chase first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • JP Morgan Chase's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $670K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2026.

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