JP Morgan Chase
EPU icon

JP Morgan Chase’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

JP Morgan Chase’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.6K Sell
283
-194
-41% -$16.4K ﹤0.01% 6510
2025
Q4 		$34.5K Buy
477
+429
+894% +$27.8K ﹤0.01% 6360
2025
Q3 		$2.95K Hold
48
– – ﹤0.01% 6853
2025
Q2 		$2.33K Buy
+48
New +$2.18K ﹤0.01% 6516
2024
Q2 		– Sell
-1,199
Closed -$47K – 7448
2024
Q1 		$47K Buy
+1,199
New +$42.3K ﹤0.01% 5971
2023
Q4 		– Sell
-4,338
Closed -$131K – 7608
2023
Q3 		$131K Sell
4,338
-1,048
-19% -$33.4K ﹤0.01% 5325
2023
Q2 		$165K Buy
5,386
+2,981
+124% +$91.5K ﹤0.01% 5187
2023
Q1 		$73K Buy
+2,405
New +$72.4K ﹤0.01% 5560
2022
Q1 		– Sell
-1,917
Closed -$57K – 6701
2021
Q4 		$57K Sell
1,917
-158
-8% -$4.58K ﹤0.01% 5893
2021
Q3 		$55K Sell
2,075
-1,660
-44% -$44.9K ﹤0.01% 5809
2021
Q2 		$109K Buy
3,735
+2,101
+129% +$68.2K ﹤0.01% 5510
2021
Q1 		$55K Sell
1,634
-682
-29% -$24.6K ﹤0.01% 5513
2020
Q4 		$80K Buy
2,316
+2,024
+693% +$64.4K ﹤0.01% 5050
2020
Q3 		$9K Buy
292
+226
+342% +$6.81K ﹤0.01% 5270
2020
Q2 		$2K Sell
66
-1
-1% -$26 ﹤0.01% 5259
2020
Q1 		$2K Sell
67
-100
-60% -$3.19K ﹤0.01% 5180
2019
Q4 		$6K Sell
167
-263
-61% -$9.18K ﹤0.01% 5448
2019
Q3 		$15K Buy
430
+263
+157% +$9.27K ﹤0.01% 5449
2019
Q2 		$6K Hold
167
– – ﹤0.01% 5616
2019
Q1 		$7K Sell
167
-3,964
-96% -$150K ﹤0.01% 5582
2018
Q4 		$146K Sell
4,131
-383
-8% -$13.6K ﹤0.01% 4703
2018
Q3 		$167K Sell
4,514
-2,303
-34% -$87.4K ﹤0.01% 4752
2018
Q2 		$268K Sell
6,817
-1,953
-22% -$83.3K ﹤0.01% 4442
2018
Q1 		$374K Buy
+8,770
New +$370K ﹤0.01% 4133
2017
Q3 		– Sell
-14
Closed – – 5013
2017
Q2 		$0 Sell
14
-1,824
-99% -$62.2K ﹤0.01% 5024
2017
Q1 		$63K Buy
1,838
+1,650
+878% +$56.7K ﹤0.01% 4466
2016
Q4 		$6K Sell
188
-2,543
-93% -$82.8K ﹤0.01% 4852
2016
Q3 		$91K Buy
2,731
+418
+18% +$14K ﹤0.01% 3888
2016
Q2 		$71K Buy
+2,313
New +$68K ﹤0.01% 3949

Other funds holding EPU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 41% in Q1 2026, selling an estimated $16.4K and leaving 283 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6510.

JP Morgan Chase first reported a position in EPU in Q2 2016 and has held it in 29 quarters since. The position peaked at $374K in Q1 2018. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

  • JP Morgan Chase held 283 shares of iShares MSCI Peru and Global Exposure ETF worth $21.6K as of Q1 2026.
  • JP Morgan Chase sold 194 iShares MSCI Peru and Global Exposure ETF shares in Q1 2026, an estimated $16.4K.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6510 holding.
  • JP Morgan Chase first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2016 and has held it in 29 quarters since.
  • JP Morgan Chase's iShares MSCI Peru and Global Exposure ETF position peaked at $374K in Q1 2018.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

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