JP Morgan Chase
EFV icon

JP Morgan Chase’s iShares MSCI EAFE Value ETF EFV Stock Holding History

JP Morgan Chase’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$828M Sell
10,814,234
-2,586,264
-19% -$200M 0.05% 316
2026
Q1 		$970M Buy
13,400,498
+109,638
+0.8% +$8.24M 0.06% 274
2025
Q4 		$949M Sell
13,290,860
-1,010,231
-7% -$70.2M 0.06% 275
2025
Q3 		$970M Sell
14,301,091
-1,513,427
-10% -$99.7M 0.06% 288
2025
Q2 		$1B Buy
15,814,518
+3,518,683
+29% +$215M 0.07% 261
2025
Q1 		$725M Sell
12,295,835
-2,030,606
-14% -$115M 0.05% 309
2024
Q4 		$752M Buy
14,326,441
+1,093,469
+8% +$59.9M 0.06% 296
2024
Q3 		$761M Buy
13,232,972
+4,091,747
+45% +$226M 0.06% 289
2024
Q2 		$485M Sell
9,141,225
-1,585,320
-15% -$86.2M 0.04% 375
2024
Q1 		$584M Sell
10,726,545
-1,217,022
-10% -$63.5M 0.05% 346
2023
Q4 		$622M Buy
11,943,567
+803,654
+7% +$39.8M 0.06% 307
2023
Q3 		$545M Buy
11,139,913
+4,090,258
+58% +$203M 0.06% 295
2023
Q2 		$345M Buy
7,049,655
+805,277
+13% +$39.6M 0.04% 410
2023
Q1 		$303M Sell
6,244,378
-1,805,500
-22% -$87.4M 0.04% 407
2022
Q4 		$369M Buy
8,049,878
+7,237,924
+891% +$314M 0.05% 357
2022
Q3 		$31.3M Sell
811,954
-32,218
-4% -$1.37M ﹤0.01% 1296
2022
Q2 		$36.6M Sell
844,172
-263,656
-24% -$12.6M 0.01% 1206
2022
Q1 		$55.7M Buy
1,107,828
+195,702
+21% +$9.95M 0.01% 1110
2021
Q4 		$46M Buy
912,126
+63,346
+7% +$3.23M 0.01% 1254
2021
Q3 		$43.2M Sell
848,780
-10,905
-1% -$565K 0.01% 1258
2021
Q2 		$44.5M Buy
859,685
+70,885
+9% +$3.75M 0.01% 1270
2021
Q1 		$40.2M Buy
788,800
+43,507
+6% +$2.16M 0.01% 1269
2020
Q4 		$35.2M Sell
745,293
-7,310,664
-91% -$322M 0.01% 1254
2020
Q3 		$326M Sell
8,055,957
-1,221,998
-13% -$50.5M 0.05% 334
2020
Q2 		$371M Buy
9,277,955
+8,641,353
+1,357% +$330M 0.07% 270
2020
Q1 		$22.7M Buy
636,602
+170,875
+37% +$7.6M 0.01% 1168
2019
Q4 		$23.3M Sell
465,727
-10,593
-2% -$519K ﹤0.01% 1470
2019
Q3 		$22.6M Sell
476,320
-41,843
-8% -$1.95M ﹤0.01% 1501
2019
Q2 		$24.8M Sell
518,163
-177,910
-26% -$8.69M ﹤0.01% 1408
2019
Q1 		$34M Sell
696,073
-106,119
-13% -$5.11M 0.01% 1176
2018
Q4 		$36.3M Sell
802,192
-3,036,873
-79% -$146M 0.01% 1066
2018
Q3 		$199M Buy
3,839,065
+299,747
+8% +$15.4M 0.04% 462
2018
Q2 		$182M Sell
3,539,318
-541,263
-13% -$29.6M 0.04% 470
2018
Q1 		$223M Buy
4,080,581
+926,705
+29% +$52M 0.05% 395
2017
Q4 		$174M Buy
3,153,876
+406,225
+15% +$22.3M 0.04% 454
2017
Q3 		$149M Buy
2,747,651
+415,496
+18% +$22.1M 0.03% 493
2017
Q2 		$121M Buy
2,332,155
+2,246,733
+2,630% +$116M 0.03% 554
2017
Q1 		$4.3M Buy
85,422
+1,579
+2% +$77.6K ﹤0.01% 2536
2016
Q4 		$3.96M Buy
83,843
+75,822
+945% +$3.52M ﹤0.01% 2636
2016
Q3 		$370K Sell
8,021
-1,610
-17% -$72.4K ﹤0.01% 3503
2016
Q2 		$414K Buy
9,631
+2,517
+35% +$113K ﹤0.01% 3502
2016
Q1 		$319K Sell
7,114
-386
-5% -$16.7K ﹤0.01% 3485
2015
Q4 		$349K Sell
7,500
-1,587
-17% -$76.6K ﹤0.01% 3514
2015
Q3 		$421K Sell
9,087
-37,712
-81% -$1.9M ﹤0.01% 3484
2015
Q2 		$2.45M Buy
46,799
+896
+2% +$49.4K ﹤0.01% 2790
2015
Q1 		$2.44M Sell
45,903
-290,911
-86% -$15.3M ﹤0.01% 2782
2014
Q4 		$17.2M Buy
336,814
+315,828
+1,505% +$16.7M ﹤0.01% 1579
2014
Q3 		$1.15M Buy
+20,986
New +$1.2M ﹤0.01% 3249
2014
Q2 		– Sell
-49,670
Closed -$2.86M – 3533
2014
Q1 		$2.86M Sell
49,670
-123,731
-71% -$6.99M ﹤0.01% 2376
2013
Q4 		$9.92M Buy
173,401
+36,338
+27% +$2.03M ﹤0.01% 1773
2013
Q3 		$7.46M Buy
137,063
+16,077
+13% +$836K ﹤0.01% 1937
2013
Q2 		$5.85M Buy
+120,986
New +$6.21M ﹤0.01% 2028

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares MSCI EAFE Value ETF (EFV) stake by 19% in Q2 2026, selling an estimated $200M and leaving 10,814,234 shares worth $828M. The position accounts for 0.05% of the portfolio, ranked #316.

JP Morgan Chase first reported a position in EFV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1B in Q2 2025. 1,011 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • JP Morgan Chase held 10,814,234 shares of iShares MSCI EAFE Value ETF worth $828M as of Q2 2026.
  • JP Morgan Chase sold 2,586,264 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $200M.
  • iShares MSCI EAFE Value ETF made up 0.05% of JP Morgan Chase's portfolio in Q2 2026, its #316 holding.
  • JP Morgan Chase first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's iShares MSCI EAFE Value ETF position peaked at $1B in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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