JP Morgan Chase’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $758K | Buy |
4,746
+248
| +6% | +$43.4K | ﹤0.01% | 4765 |
|
|
2025
Q4 | $807K | Buy |
4,498
+1,264
| +39% | +$222K | ﹤0.01% | 4739 |
|
|
2025
Q3 | $572K | Buy |
3,234
+683
| +27% | +$119K | ﹤0.01% | 4937 |
|
|
2025
Q2 | $431K | Sell |
2,551
-2,995
| -54% | -$442K | ﹤0.01% | 4859 |
|
|
2025
Q1 | $777K | Sell |
5,546
-14,345
| -72% | -$2.13M | ﹤0.01% | 4509 |
|
|
2024
Q4 | $2.87M | Buy |
19,891
+80
| +0.4% | +$11.4K | ﹤0.01% | 3876 |
|
|
2024
Q3 | $2.55M | Sell |
19,811
-624
| -3% | -$77.1K | ﹤0.01% | 3799 |
|
|
2024
Q2 | $2.39M | Buy |
20,435
+19,397
| +1,869% | +$2.24M | ﹤0.01% | 3628 |
|
|
2024
Q1 | $120K | Sell |
1,038
-4,205
| -80% | -$457K | ﹤0.01% | 5590 |
|
|
2023
Q4 | $569K | Buy |
5,243
+4,201
| +403% | +$402K | ﹤0.01% | 4709 |
|
|
2023
Q3 | $94.9K | Hold |
1,042
| – | – | ﹤0.01% | 5500 |
|
|
2023
Q2 | $94.6K | Sell |
1,042
-387
| -27% | -$34.7K | ﹤0.01% | 5488 |
|
|
2023
Q1 | $131K | Buy |
1,429
+819
| +134% | +$80.6K | ﹤0.01% | 5302 |
|
|
2022
Q4 | $58K | Buy |
610
+518
| +563% | +$49.6K | ﹤0.01% | 5569 |
|
|
2022
Q3 | $8K | Sell |
92
-1,940
| -95% | -$177K | ﹤0.01% | 6000 |
|
|
2022
Q2 | $171K | Buy |
+2,032
| New | +$183K | ﹤0.01% | 5154 |
|
|
2022
Q1 | – | Sell |
-92
| Closed | -$10K | – | 6785 |
|
|
2021
Q4 | $10K | Buy |
+92
| New | +$10.2K | ﹤0.01% | 6335 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$122K | – | 5758 |
|
|
2020
Q3 | $122K | Sell |
2,000
-2,050
| -51% | -$128K | ﹤0.01% | 4603 |
|
|
2020
Q2 | $242K | Sell |
4,050
-11,481
| -74% | -$672K | ﹤0.01% | 4186 |
|
|
2020
Q1 | $795K | Sell |
15,531
-17,834
| -53% | -$1.15M | ﹤0.01% | 3554 |
|
|
2019
Q4 | $2.29M | Sell |
33,365
-10,180
| -23% | -$670K | ﹤0.01% | 3291 |
|
|
2019
Q3 | $2.8M | Buy |
43,545
+4,080
| +10% | +$263K | ﹤0.01% | 3185 |
|
|
2019
Q2 | $2.47M | Sell |
39,465
-18,551
| -32% | -$1.16M | ﹤0.01% | 3235 |
|
|
2019
Q1 | $3.41M | Buy |
58,016
+5,223
| +10% | +$313K | ﹤0.01% | 2911 |
|
|
2018
Q4 | $2.96M | Buy |
52,793
+22,895
| +77% | +$1.37M | ﹤0.01% | 2980 |
|
|
2018
Q3 | $1.86M | Buy |
29,898
+104
| +0.3% | +$6.76K | ﹤0.01% | 3510 |
|
|
2018
Q2 | $1.91M | Sell |
29,794
-144
| -0.5% | -$9.63K | ﹤0.01% | 3452 |
|
|
2018
Q1 | $1.96M | Buy |
29,938
+10,224
| +52% | +$675K | ﹤0.01% | 3284 |
|
|
2017
Q4 | $1.24M | Buy |
+19,714
| New | +$1.18M | ﹤0.01% | 3599 |
|
|
2017
Q3 | – | Sell |
-112
| Closed | -$6K | – | 5050 |
|
|
2017
Q2 | $6K | Buy |
+112
| New | +$5.72K | ﹤0.01% | 4738 |
|
|
2017
Q1 | – | Sell |
-382
| Closed | -$19K | – | 5132 |
|
|
2016
Q4 | $19K | Buy |
+382
| New | +$17.5K | ﹤0.01% | 4710 |
|
|
2016
Q2 | – | Sell |
-20,085
| Closed | -$752K | – | 4863 |
|
|
2016
Q1 | $752K | Sell |
20,085
-9,892
| -33% | -$359K | ﹤0.01% | 3182 |
|
|
2015
Q4 | $1.25M | Sell |
29,977
-13,684
| -31% | -$566K | ﹤0.01% | 3012 |
|
|
2015
Q3 | $1.68M | Buy |
43,661
+1,550
| +4% | +$65.2K | ﹤0.01% | 2830 |
|
|
2015
Q2 | $1.85M | Buy |
42,111
+3,932
| +10% | +$172K | ﹤0.01% | 2955 |
|
|
2015
Q1 | $1.64M | Sell |
38,179
-15,383
| -29% | -$640K | ﹤0.01% | 2971 |
|
|
2014
Q4 | $2.28M | Buy |
53,562
+342
| +0.6% | +$13.8K | ﹤0.01% | 2884 |
|
|
2014
Q3 | $2.09M | Buy |
53,220
+1,822
| +4% | +$70.3K | ﹤0.01% | 2903 |
|
|
2014
Q2 | $1.94M | Buy |
51,398
+34,838
| +210% | +$1.29M | ﹤0.01% | 2548 |
|
|
2014
Q1 | $639K | Buy |
+16,560
| New | +$634K | ﹤0.01% | 3046 |
|
Other funds holding IAI
HIIFS
AC
JP Morgan Chase's IAI Position: Q1 2026 in Review
JP Morgan Chase increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 5.5% in Q1 2026, buying an estimated $43.4K and bringing the position to 4,746 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #4765.
JP Morgan Chase first reported a position in IAI in Q1 2014 and has held it in 40 quarters since. The position peaked at $3.41M in Q1 2019. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.
- JP Morgan Chase held 4,746 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $758K as of Q1 2026.
- JP Morgan Chase bought 248 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $43.4K.
- iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4765 holding.
- JP Morgan Chase first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and has held it in 40 quarters since.
- JP Morgan Chase's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.41M in Q1 2019.
- 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.