JP Morgan Chase
IMCV icon

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
Q2 		$1.23M Sell
13,352
-9,268
-41% -$825K ﹤0.01% 4530
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 $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 41% in Q2 2026, selling an estimated $825K and leaving 13,352 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #4530.

JP Morgan Chase first reported a position in IMCV in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.89M in Q1 2026. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • JP Morgan Chase held 13,352 shares of iShares Morningstar Mid-Cap Value ETF worth $1.23M as of Q2 2026.
  • JP Morgan Chase sold 9,268 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $825K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4530 holding.
  • JP Morgan Chase first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2020 and has held it in 18 quarters since.
  • JP Morgan Chase's iShares Morningstar Mid-Cap Value ETF position peaked at $1.89M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

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