JP Morgan Chase
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JP Morgan Chase’s IDEX IEX Stock Holding History

JP Morgan Chase’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103M Sell
450,855
-12,670
-3% -$2.68M 0.01% 1058
2026
Q1 		$85.1M Buy
463,525
+115,192
+33% +$22.7M 0.01% 1064
2025
Q4 		$62M Sell
348,333
-58,719
-14% -$10M ﹤0.01% 1221
2025
Q3 		$66.3M Sell
407,052
-75,763
-16% -$12.8M ﹤0.01% 1231
2025
Q2 		$84.8M Buy
482,815
+174,555
+57% +$30.9M 0.01% 1013
2025
Q1 		$55.8M Buy
308,260
+45,028
+17% +$8.96M ﹤0.01% 1254
2024
Q4 		$55.1M Sell
263,232
-32,342
-11% -$7.08M ﹤0.01% 1262
2024
Q3 		$63.4M Sell
295,574
-502,880
-63% -$101M ﹤0.01% 1183
2024
Q2 		$161M Sell
798,454
-316,003
-28% -$69M 0.01% 736
2024
Q1 		$272M Buy
1,114,457
+89,916
+9% +$20.3M 0.02% 555
2023
Q4 		$222M Sell
1,024,541
-32,567
-3% -$6.57M 0.02% 582
2023
Q3 		$220M Sell
1,057,108
-50,119
-5% -$10.9M 0.02% 526
2023
Q2 		$238M Buy
1,107,227
+115,989
+12% +$24.4M 0.03% 506
2023
Q1 		$229M Buy
991,238
+30,593
+3% +$6.94M 0.03% 506
2022
Q4 		$219M Sell
960,645
-65,056
-6% -$14.5M 0.03% 492
2022
Q3 		$205M Sell
1,025,701
-38,566
-4% -$7.8M 0.03% 482
2022
Q2 		$193M Sell
1,064,267
-19,432
-2% -$3.66M 0.03% 521
2022
Q1 		$208M Buy
1,083,699
+223,005
+26% +$45.2M 0.03% 554
2021
Q4 		$203M Sell
860,694
-48,372
-5% -$11M 0.02% 558
2021
Q3 		$188M Sell
909,066
-301,205
-25% -$66.9M 0.02% 597
2021
Q2 		$266M Sell
1,210,271
-102,609
-8% -$22.7M 0.03% 516
2021
Q1 		$275M Buy
1,312,880
+6,084
+0.5% +$1.21M 0.04% 476
2020
Q4 		$260M Sell
1,306,796
-158,564
-11% -$30.1M 0.04% 451
2020
Q3 		$266M Buy
1,465,360
+52,493
+4% +$9.09M 0.04% 391
2020
Q2 		$223M Sell
1,412,867
-24,714
-2% -$3.78M 0.04% 409
2020
Q1 		$199M Buy
1,437,581
+212,397
+17% +$33.3M 0.05% 365
2019
Q4 		$211M Sell
1,225,184
-139,347
-10% -$22.5M 0.04% 418
2019
Q3 		$224M Sell
1,364,531
-101,614
-7% -$16.9M 0.04% 403
2019
Q2 		$249M Sell
1,466,145
-91,844
-6% -$14.4M 0.05% 378
2019
Q1 		$236M Sell
1,557,989
-15,911
-1% -$2.25M 0.05% 388
2018
Q4 		$199M Sell
1,573,900
-91,382
-5% -$12.2M 0.05% 403
2018
Q3 		$251M Sell
1,665,282
-356,102
-18% -$53.1M 0.05% 393
2018
Q2 		$276M Sell
2,021,384
-157,654
-7% -$22M 0.06% 345
2018
Q1 		$311M Buy
2,179,038
+75,886
+4% +$10.6M 0.07% 301
2017
Q4 		$278M Sell
2,103,152
-20,842
-1% -$2.68M 0.06% 333
2017
Q3 		$260M Sell
2,123,994
-20,992
-1% -$2.45M 0.06% 339
2017
Q2 		$242M Sell
2,144,986
-716,616
-25% -$75.3M 0.06% 348
2017
Q1 		$268M Sell
2,861,602
-28,080
-1% -$2.58M 0.06% 316
2016
Q4 		$260M Buy
2,889,682
+63,429
+2% +$5.74M 0.06% 314
2016
Q3 		$264M Buy
2,826,253
+163,006
+6% +$14.7M 0.07% 307
2016
Q2 		$219M Sell
2,663,247
-293,560
-10% -$24.4M 0.05% 344
2016
Q1 		$245M Sell
2,956,807
-436,875
-13% -$32.8M 0.06% 326
2015
Q4 		$260M Sell
3,393,682
-51,791
-2% -$3.97M 0.07% 315
2015
Q3 		$246M Sell
3,445,473
-311,739
-8% -$23M 0.07% 302
2015
Q2 		$295M Sell
3,757,212
-397,942
-10% -$30.8M 0.07% 311
2015
Q1 		$315M Sell
4,155,154
-8,390
-0.2% -$632K 0.07% 308
2014
Q4 		$324M Sell
4,163,544
-23,697
-0.6% -$1.76M 0.07% 299
2014
Q3 		$303M Buy
4,187,241
+48,933
+1% +$3.78M 0.07% 293
2014
Q2 		$334M Buy
4,138,308
+52,433
+1% +$3.97M 0.08% 272
2014
Q1 		$298M Sell
4,085,875
-73,245
-2% -$5.33M 0.08% 270
2013
Q4 		$307M Sell
4,159,120
-223,254
-5% -$15.5M 0.09% 255
2013
Q3 		$286M Buy
4,382,374
+193,798
+5% +$11.7M 0.08% 262
2013
Q2 		$225M Buy
+4,188,576
New +$223M 0.07% 292

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

JP Morgan Chase reduced its IDEX (IEX) stake by 2.7% in Q2 2026, selling an estimated $2.68M and leaving 450,855 shares worth $103M. The position accounts for 0.01% of the portfolio, ranked #1058.

JP Morgan Chase first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $334M in Q2 2014. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • JP Morgan Chase held 450,855 shares of IDEX worth $103M as of Q2 2026.
  • JP Morgan Chase sold 12,670 IDEX shares in Q2 2026, an estimated $2.68M.
  • IDEX made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1058 holding.
  • JP Morgan Chase first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's IDEX position peaked at $334M in Q2 2014.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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