JP Morgan Chase
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JP Morgan Chase’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

JP Morgan Chase’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Sell
8,323
-49,758
-86% -$1.32M ﹤0.01% 5396
2025
Q4 		$1.21M Buy
58,081
+49,751
+597% +$1.01M ﹤0.01% 4473
2025
Q3 		$161K Sell
8,330
-77
-0.9% -$1.41K ﹤0.01% 5636
2025
Q2 		$143K Sell
8,407
-425
-5% -$7.11K ﹤0.01% 5429
2025
Q1 		$172K Sell
8,832
-1,520
-15% -$30.8K ﹤0.01% 5309
2024
Q4 		$205K Sell
10,352
-10
-0.1% -$206 ﹤0.01% 5464
2024
Q3 		$208K Sell
10,362
-10
-0.1% -$214 ﹤0.01% 5387
2024
Q2 		$231K Buy
10,372
+7
+0.1% +$158 ﹤0.01% 5094
2024
Q1 		$245K Buy
10,365
+5,721
+123% +$122K ﹤0.01% 5236
2023
Q4 		$102K Sell
4,644
-6,126
-57% -$137K ﹤0.01% 5727
2023
Q3 		$259K Sell
10,770
-1,801
-14% -$42.5K ﹤0.01% 4900
2023
Q2 		$253K Sell
12,571
-3,466
-22% -$65.7K ﹤0.01% 4943
2023
Q1 		$309K Buy
16,037
+77
+0.5% +$1.64K ﹤0.01% 4790
2022
Q4 		$338K Buy
15,960
+15,910
+31,820% +$314K ﹤0.01% 4753
2022
Q3 		$1K Sell
50
-36,359
-100% -$570K ﹤0.01% 6332
2022
Q2 		$581K Buy
36,409
+35,409
+3,541% +$667K ﹤0.01% 4461
2022
Q1 		$19K Buy
1,000
+710
+245% +$11.9K ﹤0.01% 6082
2021
Q4 		$4K Sell
290
-2,500
-90% -$34.8K ﹤0.01% 6441
2021
Q3 		$38K Sell
2,790
-9,000
-76% -$120K ﹤0.01% 5906
2021
Q2 		$181K Buy
11,790
+6,100
+107% +$89.2K ﹤0.01% 5296
2021
Q1 		$76K Hold
5,690
– – ﹤0.01% 5452
2020
Q4 		$64K Sell
5,690
-8,200
-59% -$76.1K ﹤0.01% 5098
2020
Q3 		$101K Hold
13,890
– – ﹤0.01% 4686
2020
Q2 		$120K Buy
13,890
+11,390
+456% +$91.4K ﹤0.01% 4483
2020
Q1 		$15K Sell
2,500
-5,000
-67% -$71.2K ﹤0.01% 5001
2019
Q4 		$152K Sell
7,500
-300
-4% -$5.4K ﹤0.01% 4776
2019
Q3 		$137K Sell
7,800
-6,905
-47% -$133K ﹤0.01% 4794
2019
Q2 		$313K Sell
14,705
-2,687
-15% -$61.7K ﹤0.01% 4457
2019
Q1 		$439K Sell
17,392
-17,636
-50% -$434K ﹤0.01% 4269
2018
Q4 		$716K Buy
35,028
+20,897
+148% +$589K ﹤0.01% 3939
2018
Q3 		$505K Buy
14,131
+5,000
+55% +$177K ﹤0.01% 4276
2018
Q2 		$333K Sell
9,131
-17
-0.2% -$624 ﹤0.01% 4349
2018
Q1 		$297K Buy
9,148
+114
+1% +$4.03K ﹤0.01% 4221
2017
Q4 		$325K Sell
9,034
-96
-1% -$3.23K ﹤0.01% 4257
2017
Q3 		$322K Hold
9,130
– – ﹤0.01% 3965
2017
Q2 		$308K Sell
9,130
-510
-5% -$19K ﹤0.01% 3880
2017
Q1 		$406K Sell
9,640
-68
-0.7% -$3.02K ﹤0.01% 3799
2016
Q4 		$441K Buy
9,708
+2,737
+39% +$115K ﹤0.01% 3833
2016
Q3 		$276K Sell
6,971
-684
-9% -$25.9K ﹤0.01% 3585
2016
Q2 		$295K Hold
7,655
– – ﹤0.01% 3603
2016
Q1 		$273K Buy
7,655
+222
+3% +$7.3K ﹤0.01% 3529
2015
Q4 		$266K Sell
7,433
-6,744
-48% -$267K ﹤0.01% 3575
2015
Q3 		$516K Sell
14,177
-221
-2% -$9.19K ﹤0.01% 3396
2015
Q2 		$691K Sell
14,398
-42
-0.3% -$2.15K ﹤0.01% 3452
2015
Q1 		$679K Sell
14,440
-1,087
-7% -$51.7K ﹤0.01% 3400
2014
Q4 		$776K Sell
15,527
-581
-4% -$32.6K ﹤0.01% 3479
2014
Q3 		$1.07M Buy
16,108
+450
+3% +$32.7K ﹤0.01% 3297
2014
Q2 		$1.21M Sell
15,658
-2,223
-12% -$158K ﹤0.01% 2773
2014
Q1 		$1.22M Sell
17,881
-264
-1% -$17K ﹤0.01% 2764
2013
Q4 		$1.18M Sell
18,145
-531
-3% -$34.5K ﹤0.01% 3067
2013
Q3 		$1.17M Buy
18,676
+2,633
+16% +$160K ﹤0.01% 3170
2013
Q2 		$910K Buy
+16,043
New +$917K ﹤0.01% 3309

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 86% in Q1 2026, selling an estimated $1.32M and leaving 8,323 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #5396.

JP Morgan Chase first reported a position in IEZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.22M in Q1 2014. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • JP Morgan Chase held 8,323 shares of iShares US Oil Equipment & Services ETF worth $239K as of Q1 2026.
  • JP Morgan Chase sold 49,758 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $1.32M.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5396 holding.
  • JP Morgan Chase first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's iShares US Oil Equipment & Services ETF position peaked at $1.22M in Q1 2014.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

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