JP Morgan Chase
IMTM icon

JP Morgan Chase’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

JP Morgan Chase’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.11M Sell
96,834
-29,517
-23% -$1.54M ﹤0.01% 3434
2026
Q1 		$5.85M Buy
126,351
+46,574
+58% +$2.33M ﹤0.01% 3174
2025
Q4 		$3.83M Buy
79,777
+8,278
+12% +$396K ﹤0.01% 3572
2025
Q3 		$3.42M Sell
71,499
-13,860
-16% -$641K ﹤0.01% 3677
2025
Q2 		$3.9M Buy
85,359
+32,134
+60% +$1.37M ﹤0.01% 3377
2025
Q1 		$2.13M Sell
53,225
-123,322
-70% -$4.88M ﹤0.01% 3819
2024
Q4 		$6.6M Buy
176,547
+164,419
+1,356% +$6.42M ﹤0.01% 3093
2024
Q3 		$490K Sell
12,128
-685,724
-98% -$26.8M ﹤0.01% 4906
2024
Q2 		$27M Buy
697,852
+696,895
+72,821% +$26.9M ﹤0.01% 1637
2024
Q1 		$37.5K Sell
957
-2,438
-72% -$88.9K ﹤0.01% 6041
2023
Q4 		$116K Sell
3,395
-4,704
-58% -$153K ﹤0.01% 5661
2023
Q3 		$255K Buy
8,099
+3,206
+66% +$105K ﹤0.01% 4915
2023
Q2 		$162K Sell
4,893
-93
-2% -$3.07K ﹤0.01% 5198
2023
Q1 		$161K Buy
+4,986
New +$158K ﹤0.01% 5183
2022
Q4 		– Sell
-4,757
Closed -$128K – 6764
2022
Q3 		$128K Sell
4,757
-91,590
-95% -$2.71M ﹤0.01% 5175
2022
Q2 		$2.88M Sell
96,347
-28,058
-23% -$909K ﹤0.01% 3255
2022
Q1 		$4.41M Sell
124,405
-81,090
-39% -$2.89M ﹤0.01% 3111
2021
Q4 		$7.82M Buy
205,495
+5,127
+3% +$200K ﹤0.01% 2667
2021
Q3 		$7.63M Sell
200,368
-4,985
-2% -$196K ﹤0.01% 2653
2021
Q2 		$7.94M Buy
205,353
+9,076
+5% +$356K ﹤0.01% 2632
2021
Q1 		$7.38M Buy
196,277
+72,294
+58% +$2.76M ﹤0.01% 2632
2020
Q4 		$4.67M Buy
123,983
+12,912
+12% +$456K ﹤0.01% 2864
2020
Q3 		$3.8M Sell
111,071
-13,327
-11% -$446K ﹤0.01% 2783
2020
Q2 		$3.9M Sell
124,398
-897
-0.7% -$26K ﹤0.01% 2642
2020
Q1 		$3.31M Sell
125,295
-8,095
-6% -$242K ﹤0.01% 2586
2019
Q4 		$4.16M Sell
133,390
-71,056
-35% -$2.14M ﹤0.01% 2829
2019
Q3 		$6.01M Buy
204,446
+289
+0.1% +$8.49K ﹤0.01% 2542
2019
Q2 		$6.03M Sell
204,157
-988
-0.5% -$28.6K ﹤0.01% 2490
2019
Q1 		$5.86M Sell
205,145
-3,503
-2% -$96.4K ﹤0.01% 2469
2018
Q4 		$5.34M Buy
208,648
+72,755
+54% +$2M ﹤0.01% 2526
2018
Q3 		$4.14M Buy
135,893
+26,023
+24% +$777K ﹤0.01% 2890
2018
Q2 		$3.26M Buy
109,870
+937
+0.9% +$28.8K ﹤0.01% 3019
2018
Q1 		$3.33M Buy
108,933
+25,618
+31% +$800K ﹤0.01% 2909
2017
Q4 		$2.54M Buy
+83,315
New +$2.54M ﹤0.01% 3172

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 23% in Q2 2026, selling an estimated $1.54M and leaving 96,834 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

JP Morgan Chase first reported a position in IMTM in Q4 2017 and has held it in 34 quarters since. The position peaked at $27M in Q2 2024. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • JP Morgan Chase held 96,834 shares of iShares MSCI Intl Momentum Factor ETF worth $5.11M as of Q2 2026.
  • JP Morgan Chase sold 29,517 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $1.54M.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3434 holding.
  • JP Morgan Chase first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • JP Morgan Chase's iShares MSCI Intl Momentum Factor ETF position peaked at $27M in Q2 2024.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

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