JP Morgan Chase’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.2K	Sell	510 -2,093	-80%	-$85K	﹤0.01%	6536
2025 Q4	$106K	Sell	2,603 -2,236	-46%	-$91.2K	﹤0.01%	5854
2025 Q3	$199K	Buy	4,839 +3,631	+301%	+$148K	﹤0.01%	5514
2025 Q2	$49.6K	Buy	1,208 +1,181	+4,374%	+$47.3K	﹤0.01%	5932
2025 Q1	$1.09K	Sell	27 -48	-64%	-$1.96K	﹤0.01%	6618
2024 Q4	$3.05K	Sell	75 -439	-85%	-$18.1K	﹤0.01%	6582
2024 Q3	$21.4K	Buy	514 +513	+51,300%	+$21K	﹤0.01%	6222
2024 Q2	$40	Sell	1 -97	-99%	-$3.92K	﹤0.01%	7064
2024 Q1	$4	Buy	+98	New	+$4.01K	﹤0.01%	7283

Other funds holding HYGV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

JP Morgan Chase reduced its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 80% in Q1 2026, selling an estimated $85K and leaving 510 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6536.

JP Morgan Chase first reported a position in HYGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $199K in Q3 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

JP Morgan Chase held 510 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $20.2K as of Q1 2026.
JP Morgan Chase sold 2,093 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $85K.
FlexShares High Yield Value-Scored Bond Index Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6536 holding.
JP Morgan Chase first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
JP Morgan Chase's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $199K in Q3 2025.
106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

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