JP Morgan Chase
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JP Morgan Chase’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

JP Morgan Chase’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28M Buy
28,038
+727
+3% +$62.3K ﹤0.01% 4003
2025
Q4 		$2.26M Buy
27,311
+2,334
+9% +$193K ﹤0.01% 3984
2025
Q3 		$2.07M Sell
24,977
-915
-4% -$74.6K ﹤0.01% 4056
2025
Q2 		$2.06M Buy
25,892
+993
+4% +$74.4K ﹤0.01% 3895
2025
Q1 		$1.84M Buy
24,899
+1,546
+7% +$119K ﹤0.01% 3944
2024
Q4 		$1.78M Buy
23,353
+2,873
+14% +$225K ﹤0.01% 4239
2024
Q3 		$1.56M Buy
20,480
+5,409
+36% +$393K ﹤0.01% 4192
2024
Q2 		$1.06M Buy
15,071
+1,825
+14% +$129K ﹤0.01% 4235
2024
Q1 		$965K Buy
13,246
+12,745
+2,544% +$873K ﹤0.01% 4375
2023
Q4 		$33.6K Hold
501
– – ﹤0.01% 6122
2023
Q3 		$29.9K Sell
501
-483
-49% -$30.4K ﹤0.01% 5965
2023
Q2 		$62.3K Buy
+984
New +$59.3K ﹤0.01% 5656
2020
Q1 		– Sell
-812
Closed -$43K – 5487
2019
Q4 		$43K Buy
+812
New +$41.2K ﹤0.01% 5174
2018
Q2 		– Sell
-300
Closed -$14K – 5602
2018
Q1 		$14K Hold
300
– – ﹤0.01% 5130
2017
Q4 		$14K Hold
300
– – ﹤0.01% 5215
2017
Q3 		$13K Hold
300
– – ﹤0.01% 4677
2017
Q2 		$13K Hold
300
– – ﹤0.01% 4614
2017
Q1 		$12K Hold
300
– – ﹤0.01% 4783
2016
Q4 		$12K Hold
300
– – ﹤0.01% 4772
2016
Q3 		$12K Hold
300
– – ﹤0.01% 4269
2016
Q2 		$11K Hold
300
– – ﹤0.01% 4320
2016
Q1 		$11K Buy
300
+140
+88% +$4.76K ﹤0.01% 4221
2015
Q4 		$6K Buy
+160
New +$5.82K ﹤0.01% 4302

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.7% in Q1 2026, buying an estimated $62.3K and bringing the position to 28,038 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #4003.

JP Morgan Chase first reported a position in IMCB in Q4 2015 and has held it in 23 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • JP Morgan Chase held 28,038 shares of iShares Morningstar Mid-Cap ETF worth $2.28M as of Q1 2026.
  • JP Morgan Chase bought 727 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $62.3K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4003 holding.
  • JP Morgan Chase first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2015 and has held it in 23 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

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