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

JP Morgan Chase’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.89M Buy
22,620
+7,312
+48% +$629K ﹤0.01% 4144
2025
Q4 		$1.26M Buy
15,308
+2,660
+21% +$215K ﹤0.01% 4442
2025
Q3 		$1.02M Sell
12,648
-5,503
-30% -$432K ﹤0.01% 4582
2025
Q2 		$1.38M Buy
18,151
+8,884
+96% +$646K ﹤0.01% 4181
2025
Q1 		$688K Buy
9,267
+3,264
+54% +$246K ﹤0.01% 4581
2024
Q4 		$446K Buy
6,003
+2,282
+61% +$176K ﹤0.01% 5097
2024
Q3 		$285K Buy
3,721
+670
+22% +$49.3K ﹤0.01% 5235
2024
Q2 		$214K Buy
3,051
+1,947
+176% +$138K ﹤0.01% 5129
2024
Q1 		$80.2K Buy
+1,104
New +$75.3K ﹤0.01% 5767
2022
Q4 		– Sell
-816
Closed -$46K – 6763
2022
Q3 		$46K Hold
816
– – ﹤0.01% 5576
2022
Q2 		$48K Hold
816
– – ﹤0.01% 5674
2022
Q1 		$56K Hold
816
– – ﹤0.01% 5757
2021
Q4 		$56K Hold
816
– – ﹤0.01% 5898
2021
Q3 		$52K Sell
816
-42
-5% -$2.7K ﹤0.01% 5828
2021
Q2 		$55K Buy
858
+42
+5% +$2.71K ﹤0.01% 5709
2021
Q1 		$50K Buy
+816
New +$46.9K ﹤0.01% 5534
2020
Q4 		– Sell
-900
Closed -$39K – 5764
2020
Q3 		$39K Buy
+900
New +$39.7K ﹤0.01% 5008

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 48% in Q1 2026, buying an estimated $629K and bringing the position to 22,620 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

JP Morgan Chase first reported a position in IMCV in Q3 2020 and has held it in 17 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • JP Morgan Chase held 22,620 shares of iShares Morningstar Mid-Cap Value ETF worth $1.89M as of Q1 2026.
  • JP Morgan Chase bought 7,312 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $629K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4144 holding.
  • JP Morgan Chase first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2020 and has held it in 17 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

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