JP Morgan Chase
IJR icon

JP Morgan Chase’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

JP Morgan Chase’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785M Buy
5,328,597
+2,593,747
+95% +$356M 0.04% 332
2026
Q1 		$331M Buy
2,734,850
+385,729
+16% +$49M 0.02% 520
2025
Q4 		$282M Sell
2,349,121
-2,788,941
-54% -$334M 0.02% 553
2025
Q3 		$611M Buy
5,138,062
+1,928,405
+60% +$222M 0.04% 389
2025
Q2 		$351M Sell
3,209,657
-86,680
-3% -$8.96M 0.02% 511
2025
Q1 		$345M Sell
3,296,337
-738,762
-18% -$83.4M 0.03% 492
2024
Q4 		$465M Buy
4,035,099
+386,040
+11% +$46.1M 0.03% 400
2024
Q3 		$427M Buy
3,649,059
+655,679
+22% +$74.1M 0.03% 431
2024
Q2 		$319M Sell
2,993,380
-226,116
-7% -$24.2M 0.03% 481
2024
Q1 		$356M Buy
3,219,496
+369,082
+13% +$39.2M 0.03% 478
2023
Q4 		$309M Buy
2,850,414
+1,324,076
+87% +$128M 0.03% 481
2023
Q3 		$144M Sell
1,526,338
-45,548
-3% -$4.55M 0.02% 657
2023
Q2 		$157M Buy
1,571,886
+37,993
+2% +$3.62M 0.02% 633
2023
Q1 		$148M Sell
1,533,893
-395,852
-21% -$39.6M 0.02% 639
2022
Q4 		$183M Buy
1,929,745
+835,175
+76% +$80.1M 0.02% 545
2022
Q3 		$95.4M Buy
1,094,570
+96,407
+10% +$9.36M 0.01% 748
2022
Q2 		$92.2M Sell
998,163
-58,311
-6% -$5.8M 0.01% 779
2022
Q1 		$114M Sell
1,056,474
-47,677
-4% -$5.14M 0.01% 787
2021
Q4 		$126M Buy
1,104,151
+167,264
+18% +$19.1M 0.01% 776
2021
Q3 		$102M Buy
936,887
+110,876
+13% +$12.2M 0.01% 853
2021
Q2 		$93.3M Sell
826,011
-59,718
-7% -$6.66M 0.01% 931
2021
Q1 		$96.1M Sell
885,729
-17,383
-2% -$1.82M 0.01% 858
2020
Q4 		$83M Sell
903,112
-19,290
-2% -$1.58M 0.01% 853
2020
Q3 		$64.6M Buy
922,402
+38,628
+4% +$2.77M 0.01% 856
2020
Q2 		$60.4M Sell
883,774
-171,426
-16% -$10.8M 0.01% 822
2020
Q1 		$59.2M Sell
1,055,200
-295,703
-22% -$22M 0.01% 742
2019
Q4 		$113M Buy
1,350,903
+313,215
+30% +$25.2M 0.02% 627
2019
Q3 		$80.8M Buy
1,037,688
+139,419
+16% +$10.8M 0.02% 736
2019
Q2 		$69.4M Sell
898,269
-178,074
-17% -$13.8M 0.01% 811
2019
Q1 		$83M Sell
1,076,343
-2,215,477
-67% -$170M 0.02% 723
2018
Q4 		$228M Buy
3,291,820
+791,339
+32% +$61.2M 0.05% 360
2018
Q3 		$218M Buy
2,500,481
+2,074,857
+487% +$182M 0.04% 427
2018
Q2 		$35.5M Sell
425,624
-2,439,590
-85% -$199M 0.01% 1175
2018
Q1 		$221M Buy
2,865,214
+2,553,458
+819% +$199M 0.05% 402
2017
Q4 		$23.9M Buy
311,756
+58,564
+23% +$4.41M 0.01% 1449
2017
Q3 		$18.7M Buy
253,192
+25,347
+11% +$1.78M ﹤0.01% 1543
2017
Q2 		$16M Buy
227,845
+2,214
+1% +$153K ﹤0.01% 1618
2017
Q1 		$15.6M Buy
225,631
+59,617
+36% +$4.11M ﹤0.01% 1624
2016
Q4 		$11.4M Buy
166,014
+64,516
+64% +$4.16M ﹤0.01% 1834
2016
Q3 		$6.3M Sell
101,498
-6,024
-6% -$368K ﹤0.01% 2086
2016
Q2 		$6.25M Sell
107,522
-2,406
-2% -$137K ﹤0.01% 2142
2016
Q1 		$6.19M Sell
109,928
-4,596
-4% -$240K ﹤0.01% 2082
2015
Q4 		$6.31M Sell
114,524
-29,716
-21% -$1.67M ﹤0.01% 2083
2015
Q3 		$7.68M Sell
144,240
-36,366
-20% -$2.06M ﹤0.01% 1951
2015
Q2 		$10.6M Sell
180,606
-58,286
-24% -$3.45M ﹤0.01% 1887
2015
Q1 		$14.1M Sell
238,892
-575,750
-71% -$33M ﹤0.01% 1670
2014
Q4 		$46.5M Buy
814,642
+198,490
+32% +$10.8M 0.01% 965
2014
Q3 		$32.1M Sell
616,152
-76,402
-11% -$4.16M 0.01% 1156
2014
Q2 		$38.8M Buy
692,554
+129,244
+23% +$6.99M 0.01% 978
2014
Q1 		$31M Buy
563,310
+14,864
+3% +$804K 0.01% 1076
2013
Q4 		$29.9M Buy
548,446
+46,944
+9% +$2.45M 0.01% 1079
2013
Q3 		$25M Sell
501,502
-49,928
-9% -$2.41M 0.01% 1170
2013
Q2 		$24.9M Buy
+551,430
New +$24.4M 0.01% 1115

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Core S&P Small-Cap ETF (IJR) stake by 95% in Q2 2026, buying an estimated $356M and bringing the position to 5,328,597 shares worth $785M. The position accounts for 0.04% of the portfolio, ranked #332.

JP Morgan Chase first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • JP Morgan Chase held 5,328,597 shares of iShares Core S&P Small-Cap ETF worth $785M as of Q2 2026.
  • JP Morgan Chase bought 2,593,747 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $356M.
  • iShares Core S&P Small-Cap ETF made up 0.04% of JP Morgan Chase's portfolio in Q2 2026, its #332 holding.
  • JP Morgan Chase first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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