JP Morgan Chase
IAK icon

JP Morgan Chase’s iShares US Insurance ETF IAK Stock Holding History

JP Morgan Chase’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.38K Sell
50
-3
-6% -$398 ﹤0.01% 6840
2025
Q4 		$7.22K Sell
53
-1,383
-96% -$183K ﹤0.01% 6742
2025
Q3 		$192K Buy
1,436
+1,386
+2,772% +$181K ﹤0.01% 5536
2025
Q2 		$6.72K Sell
50
-23
-32% -$3.05K ﹤0.01% 6377
2025
Q1 		$10.1K Buy
+73
New +$9.54K ﹤0.01% 6308
2024
Q3 		– Sell
-690
Closed -$77.9K – 7528
2024
Q2 		$77.9K Buy
+690
New +$78.7K ﹤0.01% 5654
2024
Q1 		– Sell
-123
Closed -$12.3K – 7607
2023
Q4 		$12.3K Buy
123
+18
+17% +$1.73K ﹤0.01% 6355
2023
Q3 		$9.62K Buy
+105
New +$9.54K ﹤0.01% 6271
2023
Q1 		– Sell
-123
Closed -$11K – 6949
2022
Q4 		$11K Buy
+123
New +$11K ﹤0.01% 6008
2018
Q1 		– Sell
-1,615
Closed -$108K – 5489
2017
Q4 		$108K Buy
1,615
+213
+15% +$14.1K ﹤0.01% 4638
2017
Q3 		$89K Sell
1,402
-23
-2% -$1.46K ﹤0.01% 4334
2017
Q2 		$89K Buy
1,425
+82
+6% +$5K ﹤0.01% 4211
2017
Q1 		$81K Hold
1,343
– – ﹤0.01% 4395
2016
Q4 		$80K Buy
+1,343
New +$75.5K ﹤0.01% 4453
2014
Q2 		– Sell
-35,379
Closed -$1.63M – 3560
2014
Q1 		$1.63M Buy
35,379
+2,169
+7% +$98.2K ﹤0.01% 2642
2013
Q4 		$1.57M Buy
+33,210
New +$1.51M ﹤0.01% 2906

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares US Insurance ETF (IAK) stake by 5.7% in Q1 2026, selling an estimated $398 and leaving 50 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #6840.

JP Morgan Chase first reported a position in IAK in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.63M in Q1 2014. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • JP Morgan Chase held 50 shares of iShares US Insurance ETF worth $6.38K as of Q1 2026.
  • JP Morgan Chase sold 3 iShares US Insurance ETF shares in Q1 2026, an estimated $398.
  • iShares US Insurance ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6840 holding.
  • JP Morgan Chase first reported a position in iShares US Insurance ETF in Q4 2013 and has held it in 16 quarters since.
  • JP Morgan Chase's iShares US Insurance ETF position peaked at $1.63M in Q1 2014.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

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