JP Morgan Chase
ILCG icon

JP Morgan Chase’s iShares Morningstar Growth ETF ILCG Stock Holding History

JP Morgan Chase’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.3M Buy
454,141
+29,573
+7% +$3.31M ﹤0.01% 1439
2026
Q1 		$38.9M Buy
424,568
+25,139
+6% +$2.55M ﹤0.01% 1550
2025
Q4 		$41.6M Buy
399,429
+22,898
+6% +$2.39M ﹤0.01% 1486
2025
Q3 		$39.3M Buy
376,531
+69,279
+23% +$6.96M ﹤0.01% 1568
2025
Q2 		$29.8M Sell
307,252
-14,425
-4% -$1.25M ﹤0.01% 1660
2025
Q1 		$26.1M Buy
321,677
+10,080
+3% +$893K ﹤0.01% 1710
2024
Q4 		$27.9M Buy
311,597
+9,932
+3% +$878K ﹤0.01% 1731
2024
Q3 		$25.4M Buy
301,665
+15,527
+5% +$1.26M ﹤0.01% 1792
2024
Q2 		$23.3M Buy
286,138
+17,732
+7% +$1.36M ﹤0.01% 1744
2024
Q1 		$20.3M Buy
268,406
+96
+0% +$6.92K ﹤0.01% 1871
2023
Q4 		$18.2M Buy
268,310
+66,595
+33% +$4.21M ﹤0.01% 1939
2023
Q3 		$12M Sell
201,715
-2,403
-1% -$149K ﹤0.01% 2091
2023
Q2 		$12.7M Buy
204,118
+8,137
+4% +$468K ﹤0.01% 2076
2023
Q1 		$10.8M Sell
195,981
-13,769
-7% -$721K ﹤0.01% 2205
2022
Q4 		$10.2M Sell
209,750
-26,494
-11% -$1.32M ﹤0.01% 2233
2022
Q3 		$11.4M Buy
236,244
+2,531
+1% +$137K ﹤0.01% 2044
2022
Q2 		$11.7M Sell
233,713
-4,680
-2% -$259K ﹤0.01% 2023
2022
Q1 		$15.5M Sell
238,393
-12,220
-5% -$780K ﹤0.01% 1980
2021
Q4 		$18M Sell
250,613
-22,769
-8% -$1.6M ﹤0.01% 1910
2021
Q3 		$17.9M Sell
273,382
-1,255
-0.5% -$84.7K ﹤0.01% 1855
2021
Q2 		$17.8M Buy
274,637
+867
+0.3% +$53.2K ﹤0.01% 1944
2021
Q1 		$15.8M Sell
273,770
-19,225
-7% -$1.13M ﹤0.01% 1954
2020
Q4 		$17M Buy
292,995
+58,020
+25% +$3.22M ﹤0.01% 1757
2020
Q3 		$12.4M Buy
234,975
+1,135
+0.5% +$58.5K ﹤0.01% 1865
2020
Q2 		$11M Buy
233,840
+2,490
+1% +$108K ﹤0.01% 1826
2020
Q1 		$8.6M Sell
231,350
-19,570
-8% -$818K ﹤0.01% 1863
2019
Q4 		$10.5M Buy
250,920
+1,945
+0.8% +$77.3K ﹤0.01% 2078
2019
Q3 		$9.53M Sell
248,975
-29,255
-11% -$1.13M ﹤0.01% 2166
2019
Q2 		$10.6M Sell
278,230
-5,615
-2% -$210K ﹤0.01% 2060
2019
Q1 		$10.4M Buy
283,845
+290
+0.1% +$10.1K ﹤0.01% 2013
2018
Q4 		$8.99M Sell
283,555
-8,665
-3% -$293K ﹤0.01% 2103
2018
Q3 		$10.9M Sell
292,220
-156,415
-35% -$5.67M ﹤0.01% 2137
2018
Q2 		$15.6M Buy
448,635
+149,495
+50% +$5.08M ﹤0.01% 1787
2018
Q1 		$9.8M Sell
299,140
-1,230
-0.4% -$40.8K ﹤0.01% 2047
2017
Q4 		$9.4M Sell
300,370
-2,290
-0.8% -$69.9K ﹤0.01% 2172
2017
Q3 		$8.8M Sell
302,660
-71,950
-19% -$2.07M ﹤0.01% 2092
2017
Q2 		$10.4M Sell
374,610
-17,045
-4% -$468K ﹤0.01% 1939
2017
Q1 		$10.3M Buy
391,655
+12,555
+3% +$322K ﹤0.01% 1919
2016
Q4 		$9.18M Buy
379,100
+186,715
+97% +$4.5M ﹤0.01% 1977
2016
Q3 		$4.69M Sell
192,385
-1,230
-0.6% -$30K ﹤0.01% 2297
2016
Q2 		$4.53M Buy
193,615
+2,570
+1% +$60.6K ﹤0.01% 2364
2016
Q1 		$4.52M Sell
191,045
-1,895
-1% -$42.6K ﹤0.01% 2278
2015
Q4 		$4.64M Sell
192,940
-223,230
-54% -$5.41M ﹤0.01% 2265
2015
Q3 		$9.32M Sell
416,170
-13,930
-3% -$331K ﹤0.01% 1821
2015
Q2 		$10.2M Sell
430,100
-4,795
-1% -$115K ﹤0.01% 1911
2015
Q1 		$10.3M Buy
434,895
+14,210
+3% +$331K ﹤0.01% 1887
2014
Q4 		$9.52M Buy
420,685
+5,680
+1% +$126K ﹤0.01% 1985
2014
Q3 		$9.03M Buy
415,005
+146,690
+55% +$3.18M ﹤0.01% 1988
2014
Q2 		$5.72M Sell
268,315
-3,710
-1% -$75.7K ﹤0.01% 2009
2014
Q1 		$5.42M Buy
272,025
+16,215
+6% +$324K ﹤0.01% 2035
2013
Q4 		$5.1M Buy
255,810
+6,215
+2% +$118K ﹤0.01% 2156
2013
Q3 		$4.48M Buy
249,595
+6,725
+3% +$117K ﹤0.01% 2253
2013
Q2 		$3.99M Buy
+242,870
New +$4.05M ﹤0.01% 2290

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Morningstar Growth ETF (ILCG) stake by 7% in Q2 2026, buying an estimated $3.31M and bringing the position to 454,141 shares worth $52.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

JP Morgan Chase first reported a position in ILCG in Q2 2013 and has held it in 53 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • JP Morgan Chase held 454,141 shares of iShares Morningstar Growth ETF worth $52.3M as of Q2 2026.
  • JP Morgan Chase bought 29,573 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $3.31M.
  • iShares Morningstar Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1439 holding.
  • JP Morgan Chase first reported a position in iShares Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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