JP Morgan Chase’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

JP Morgan Chase’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Hold	0	–	–	–	8041
2026 Q2	–	Sell	-3,700	Closed	-$200K	–	7832
2026 Q1	$200K	Buy	+3,700	New	+$205K	﹤0.01%	5473
2025 Q3	–	Sell	-222	Closed	-$10.9K	–	7482
2025 Q2	$10.9K	Buy	+222	New	+$10.4K	﹤0.01%	6300
2024 Q3	–	Sell	-421	Closed	-$18.8K	–	7482
2024 Q2	$18.8K	Buy	+421	New	+$18.9K	﹤0.01%	6151
2023 Q2	–	Hold	0	–	–	–	6807

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bingham Private Wealth San Francisco, California $148M AUM 26.1% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

JP Morgan Chase's EQAL Position: Q3 2026 in Review

JP Morgan Chase held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q3 2026 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #8041.

JP Morgan Chase first reported a position in EQAL in Q2 2024 and has held it in 3 quarters since. The position peaked at $200K in Q1 2026. 78 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

JP Morgan Chase held 0 shares of Invesco Russell 1000 Equal Weight ETF worth $11 as of Q3 2026.
JP Morgan Chase left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q3 2026.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #8041 holding.
JP Morgan Chase first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2024 and has held it in 3 quarters since.
JP Morgan Chase's Invesco Russell 1000 Equal Weight ETF position peaked at $200K in Q1 2026.
78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.