JP Morgan Chase
ISCB icon

JP Morgan Chase’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

JP Morgan Chase’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
17,214
-63
-0.4% -$4.48K ﹤0.01% 4503
2026
Q1 		$1.09M Sell
17,277
-117
-0.7% -$7.91K ﹤0.01% 4555
2025
Q4 		$1.13M Buy
17,394
+989
+6% +$63.6K ﹤0.01% 4521
2025
Q3 		$1.04M Buy
16,405
+12
+0.1% +$736 ﹤0.01% 4557
2025
Q2 		$955K Sell
16,393
-3,530
-18% -$193K ﹤0.01% 4411
2025
Q1 		$1.08M Buy
19,923
+9,123
+84% +$533K ﹤0.01% 4290
2024
Q4 		$634K Buy
10,800
+125
+1% +$7.56K ﹤0.01% 4914
2024
Q3 		$626K Buy
10,675
+9,943
+1,358% +$561K ﹤0.01% 4758
2024
Q2 		$39.4K Buy
732
+686
+1,491% +$37K ﹤0.01% 5948
2024
Q1 		$2.59K Buy
46
+10
+28% +$532 ﹤0.01% 6543
2023
Q4 		$1.93K Hold
36
– – ﹤0.01% 6726
2023
Q3 		$1.7K Sell
36
-24,212
-100% -$1.21M ﹤0.01% 6573
2023
Q2 		$1.21M Hold
24,248
– – ﹤0.01% 3908
2023
Q1 		$1.15M Hold
24,248
– – ﹤0.01% 3949
2022
Q4 		$1.11M Hold
24,248
– – ﹤0.01% 3968
2022
Q3 		$1.03M Hold
24,248
– – ﹤0.01% 3965
2022
Q2 		$1.07M Hold
24,248
– – ﹤0.01% 4024
2022
Q1 		$1.3M Hold
24,248
– – ﹤0.01% 4083
2021
Q4 		$1.39M Hold
24,248
– – ﹤0.01% 4142
2021
Q3 		$1.36M Hold
24,248
– – ﹤0.01% 4079
2021
Q2 		$1.42M Hold
24,248
– – ﹤0.01% 4041
2021
Q1 		$1.37M Hold
24,248
– – ﹤0.01% 3992
2020
Q4 		$1.2M Buy
+24,248
New +$1.09M ﹤0.01% 3847
2019
Q1 		– Sell
-200
Closed -$7K – 5912
2018
Q4 		$7K Sell
200
-1,908
-91% -$78K ﹤0.01% 5491
2018
Q3 		$95K Buy
2,108
+1,908
+954% +$87.2K ﹤0.01% 4974
2018
Q2 		$9K Hold
200
– – ﹤0.01% 5386
2018
Q1 		$8K Hold
200
– – ﹤0.01% 5196
2017
Q4 		$9K Buy
+200
New +$8.46K ﹤0.01% 5270

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.36% in Q2 2026, selling an estimated $4.48K and leaving 17,214 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #4503.

JP Morgan Chase first reported a position in ISCB in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.42M in Q2 2021. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • JP Morgan Chase held 17,214 shares of iShares Morningstar Small-Cap ETF worth $1.29M as of Q2 2026.
  • JP Morgan Chase sold 63 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.48K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4503 holding.
  • JP Morgan Chase first reported a position in iShares Morningstar Small-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • JP Morgan Chase's iShares Morningstar Small-Cap ETF position peaked at $1.42M in Q2 2021.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

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