JP Morgan Chase
IAT icon

JP Morgan Chase’s iShares US Regional Banks ETF IAT Stock Holding History

JP Morgan Chase’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7M Buy
394,972
+10,908
+3% +$634K ﹤0.01% 2037
2026
Q1 		$20M Buy
384,064
+11,972
+3% +$679K ﹤0.01% 2066
2025
Q4 		$20.5M Sell
372,092
-3,712
-1% -$193K ﹤0.01% 2045
2025
Q3 		$19.7M Buy
375,804
+15,185
+4% +$792K ﹤0.01% 2112
2025
Q2 		$17.9M Buy
360,619
+1,941
+0.5% +$88.4K ﹤0.01% 2034
2025
Q1 		$16.7M Buy
358,678
+16,119
+5% +$808K ﹤0.01% 2062
2024
Q4 		$17.3M Sell
342,559
-22,151
-6% -$1.14M ﹤0.01% 2179
2024
Q3 		$17.3M Buy
364,710
+70,206
+24% +$3.23M ﹤0.01% 2121
2024
Q2 		$12.2M Buy
294,504
+8,441
+3% +$349K ﹤0.01% 2278
2024
Q1 		$12.4M Buy
286,063
+54,494
+24% +$2.23M ﹤0.01% 2291
2023
Q4 		$9.69M Buy
231,569
+107,858
+87% +$3.87M ﹤0.01% 2496
2023
Q3 		$4.16M Sell
123,711
-1,008
-0.8% -$36.3K ﹤0.01% 2974
2023
Q2 		$4.22M Buy
124,719
+91,279
+273% +$3.07M ﹤0.01% 3001
2023
Q1 		$1.2M Buy
33,440
+22,952
+219% +$1.07M ﹤0.01% 3915
2022
Q4 		$500K Sell
10,488
-2,648
-20% -$130K ﹤0.01% 4520
2022
Q3 		$628K Sell
13,136
-26
-0.2% -$1.35K ﹤0.01% 4308
2022
Q2 		$649K Sell
13,162
-1,645
-11% -$87.7K ﹤0.01% 4395
2022
Q1 		$872K Sell
14,807
-1,642
-10% -$104K ﹤0.01% 4365
2021
Q4 		$1.02M Buy
16,449
+4,158
+34% +$263K ﹤0.01% 4366
2021
Q3 		$744K Sell
12,291
-161
-1% -$9.27K ﹤0.01% 4503
2021
Q2 		$716K Sell
12,452
-738
-6% -$43.8K ﹤0.01% 4496
2021
Q1 		$747K Sell
13,190
-37,083
-74% -$1.96M ﹤0.01% 4427
2020
Q4 		$2.28M Buy
50,273
+420
+0.8% +$16.9K ﹤0.01% 3386
2020
Q3 		$1.61M Sell
49,853
-20
-0% -$675 ﹤0.01% 3375
2020
Q2 		$1.69M Buy
49,873
+49,600
+18,168% +$1.62M ﹤0.01% 3213
2020
Q1 		$8K Buy
+273
New +$11.7K ﹤0.01% 5074
2018
Q4 		– Sell
-37,212
Closed -$1.82M – 5789
2018
Q3 		$1.82M Sell
37,212
-2,316
-6% -$118K ﹤0.01% 3522
2018
Q2 		$1.94M Sell
39,528
-1,971
-5% -$101K ﹤0.01% 3440
2018
Q1 		$2.09M Buy
41,499
+27,416
+195% +$1.43M ﹤0.01% 3242
2017
Q4 		$694K Buy
14,083
+340
+2% +$16.3K ﹤0.01% 3920
2017
Q3 		$645K Buy
13,743
+876
+7% +$39.6K ﹤0.01% 3724
2017
Q2 		$586K Buy
12,867
+2,048
+19% +$91.1K ﹤0.01% 3657
2017
Q1 		$485K Buy
10,819
+9,237
+584% +$426K ﹤0.01% 3721
2016
Q4 		$72K Buy
+1,582
New +$64K ﹤0.01% 4476
2016
Q1 		– Sell
-5,560
Closed -$194K – 4798
2015
Q4 		$194K Buy
+5,560
New +$196K ﹤0.01% 3655

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

JP Morgan Chase increased its iShares US Regional Banks ETF (IAT) stake by 2.8% in Q2 2026, buying an estimated $634K and bringing the position to 394,972 shares worth $24.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

JP Morgan Chase first reported a position in IAT in Q4 2015 and has held it in 35 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • JP Morgan Chase held 394,972 shares of iShares US Regional Banks ETF worth $24.7M as of Q2 2026.
  • JP Morgan Chase bought 10,908 iShares US Regional Banks ETF shares in Q2 2026, an estimated $634K.
  • iShares US Regional Banks ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2037 holding.
  • JP Morgan Chase first reported a position in iShares US Regional Banks ETF in Q4 2015 and has held it in 35 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

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