JP Morgan Chase
EFG icon

JP Morgan Chase’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

JP Morgan Chase’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426M Buy
3,461,739
+28,645
+0.8% +$3.45M 0.02% 497
2026
Q1 		$370M Buy
3,433,094
+1,202,454
+54% +$141M 0.02% 492
2025
Q4 		$254M Sell
2,230,640
-579,939
-21% -$66.5M 0.02% 588
2025
Q3 		$320M Sell
2,810,579
-1,794,991
-39% -$200M 0.02% 541
2025
Q2 		$516M Sell
4,605,570
-264,749
-5% -$27.9M 0.03% 416
2025
Q1 		$487M Sell
4,870,319
-2,405,604
-33% -$245M 0.04% 388
2024
Q4 		$705M Buy
7,275,923
+1,345,376
+23% +$137M 0.05% 308
2024
Q3 		$638M Sell
5,930,547
-232,254
-4% -$24.1M 0.05% 326
2024
Q2 		$630M Buy
6,162,801
+1,311,286
+27% +$134M 0.05% 313
2024
Q1 		$504M Buy
4,851,515
+439,176
+10% +$43.7M 0.04% 383
2023
Q4 		$427M Sell
4,412,339
-670,500
-13% -$60.1M 0.04% 397
2023
Q3 		$439M Sell
5,082,839
-2,154,047
-30% -$199M 0.05% 343
2023
Q2 		$690M Buy
7,236,886
+769,964
+12% +$73.2M 0.08% 257
2023
Q1 		$606M Buy
6,466,922
+2,747,559
+74% +$247M 0.07% 273
2022
Q4 		$312M Buy
3,719,363
+2,887,468
+347% +$233M 0.04% 392
2022
Q3 		$60.4M Buy
831,895
+41,993
+5% +$3.43M 0.01% 960
2022
Q2 		$63.6M Sell
789,902
-252,130
-24% -$21.9M 0.01% 933
2022
Q1 		$100M Buy
1,042,032
+94,077
+10% +$9.25M 0.01% 831
2021
Q4 		$105M Buy
947,955
+6,899
+0.7% +$756K 0.01% 860
2021
Q3 		$100M Buy
941,056
+52,433
+6% +$5.77M 0.01% 861
2021
Q2 		$95.3M Sell
888,623
-55,998
-6% -$5.95M 0.01% 920
2021
Q1 		$94.9M Buy
944,621
+2,045
+0.2% +$208K 0.01% 865
2020
Q4 		$95.1M Sell
942,576
-11,404
-1% -$1.08M 0.01% 791
2020
Q3 		$86.2M Buy
953,980
+41,493
+5% +$3.68M 0.01% 745
2020
Q2 		$75.8M Buy
912,487
+198,850
+28% +$15.5M 0.01% 741
2020
Q1 		$50.7M Buy
713,637
+121,467
+21% +$9.84M 0.01% 794
2019
Q4 		$51.2M Buy
592,170
+361,367
+157% +$30.2M 0.01% 947
2019
Q3 		$18.6M Buy
230,803
+15,900
+7% +$1.27M ﹤0.01% 1633
2019
Q2 		$17.2M Buy
214,903
+12,833
+6% +$1.01M ﹤0.01% 1679
2019
Q1 		$15.7M Sell
202,070
-32,353
-14% -$2.4M ﹤0.01% 1714
2018
Q4 		$16.2M Buy
234,423
+204,296
+678% +$14.9M ﹤0.01% 1641
2018
Q3 		$2.41M Sell
30,127
-153
-0.5% -$12.2K ﹤0.01% 3325
2018
Q2 		$2.39M Buy
30,280
+14,182
+88% +$1.15M ﹤0.01% 3289
2018
Q1 		$1.29M Buy
16,098
+9,309
+137% +$760K ﹤0.01% 3531
2017
Q4 		$549K Buy
6,789
+1,413
+26% +$112K ﹤0.01% 4024
2017
Q3 		$414K Sell
5,376
-32
-0.6% -$2.42K ﹤0.01% 3893
2017
Q2 		$400K Sell
5,408
-12,818
-70% -$936K ﹤0.01% 3808
2017
Q1 		$1.27M Buy
18,226
+2,843
+18% +$190K ﹤0.01% 3290
2016
Q4 		$980K Buy
15,383
+450
+3% +$29.1K ﹤0.01% 3456
2016
Q3 		$1.02M Hold
14,933
– – ﹤0.01% 3126
2016
Q2 		$977K Buy
14,933
+3,310
+28% +$219K ﹤0.01% 3188
2016
Q1 		$765K Sell
11,623
-15,493
-57% -$980K ﹤0.01% 3173
2015
Q4 		$1.82M Sell
27,116
-1,662
-6% -$113K ﹤0.01% 2801
2015
Q3 		$1.84M Sell
28,778
-213,091
-88% -$14.5M ﹤0.01% 2789
2015
Q2 		$16.9M Buy
241,869
+119,668
+98% +$8.69M ﹤0.01% 1515
2015
Q1 		$8.56M Buy
122,201
+98,041
+406% +$6.7M ﹤0.01% 2002
2014
Q4 		$1.59M Buy
24,160
+20,369
+537% +$1.36M ﹤0.01% 3089
2014
Q3 		$258K Sell
3,791
-1,877
-33% -$133K ﹤0.01% 3918
2014
Q2 		$411K Sell
5,668
-102,989
-95% -$7.41M ﹤0.01% 3180
2014
Q1 		$7.71M Sell
108,657
-23,909
-18% -$1.67M ﹤0.01% 1857
2013
Q4 		$9.48M Buy
132,566
+22,808
+21% +$1.58M ﹤0.01% 1801
2013
Q3 		$7.48M Buy
109,758
+9,639
+10% +$633K ﹤0.01% 1934
2013
Q2 		$6.18M Buy
+100,119
New +$6.47M ﹤0.01% 1990

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

JP Morgan Chase increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.83% in Q2 2026, buying an estimated $3.45M and bringing the position to 3,461,739 shares worth $426M. The position accounts for 0.02% of the portfolio, ranked #497.

JP Morgan Chase first reported a position in EFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $705M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • JP Morgan Chase held 3,461,739 shares of iShares MSCI EAFE Growth ETF worth $426M as of Q2 2026.
  • JP Morgan Chase bought 28,645 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.45M.
  • iShares MSCI EAFE Growth ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #497 holding.
  • JP Morgan Chase first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares MSCI EAFE Growth ETF position peaked at $705M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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