JP Morgan Chase
EQWL icon

JP Morgan Chase’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

JP Morgan Chase’s Portfolio EQWL Stock Details EQWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.8M Sell
29,425
-1,561
-5% -$194K ﹤0.01% 3691
2026
Q1 		$3.5M Sell
30,986
-5,258
-15% -$630K ﹤0.01% 3653
2025
Q4 		$4.28M Buy
36,244
+108
+0.3% +$12.6K ﹤0.01% 3462
2025
Q3 		$4.14M Buy
36,136
+4,496
+14% +$504K ﹤0.01% 3525
2025
Q2 		$3.48M Buy
31,640
+26,829
+558% +$2.77M ﹤0.01% 3477
2025
Q1 		$496K Sell
4,811
-683
-12% -$71.7K ﹤0.01% 4782
2024
Q4 		$562K Buy
5,494
+509
+10% +$53.1K ﹤0.01% 4975
2024
Q3 		$510K Buy
4,985
+4,973
+41,442% +$487K ﹤0.01% 4877
2024
Q2 		$1.13K Buy
+12
New +$1.12K ﹤0.01% 6599

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

JP Morgan Chase reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 5% in Q2 2026, selling an estimated $194K and leaving 29,425 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

JP Morgan Chase first reported a position in EQWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.28M in Q4 2025. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • JP Morgan Chase held 29,425 shares of Invesco S&P 100 Equal Weight ETF worth $3.8M as of Q2 2026.
  • JP Morgan Chase sold 1,561 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $194K.
  • Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3691 holding.
  • JP Morgan Chase first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
  • JP Morgan Chase's Invesco S&P 100 Equal Weight ETF position peaked at $4.28M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

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