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

JP Morgan Chase’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.6M Sell
841,940
-6,308
-0.7% -$386K ﹤0.01% 1407
2026
Q1 		$44.9M Sell
848,248
-3,261
-0.4% -$188K ﹤0.01% 1459
2025
Q4 		$47.2M Buy
851,509
+28,437
+3% +$1.57M ﹤0.01% 1402
2025
Q3 		$44.7M Sell
823,072
-125,236
-13% -$6.53M ﹤0.01% 1483
2025
Q2 		$47.2M Sell
948,308
-113,558
-11% -$5.24M ﹤0.01% 1363
2025
Q1 		$47.8M Sell
1,061,866
-25,550
-2% -$1.25M ﹤0.01% 1337
2024
Q4 		$53.8M Buy
1,087,416
+2,951
+0.3% +$150K ﹤0.01% 1279
2024
Q3 		$53.1M Buy
1,084,465
+671,641
+163% +$31.6M ﹤0.01% 1296
2024
Q2 		$18.8M Buy
412,824
+412,806
+2,293,367% +$18.6M ﹤0.01% 1913
2024
Q1 		$838 Sell
18
-1,982
-99% -$87.7K ﹤0.01% 6664
2023
Q4 		$88K Sell
2,000
-3,975
-67% -$156K ﹤0.01% 5797
2023
Q3 		$232K Buy
5,975
+5,527
+1,234% +$227K ﹤0.01% 4976
2023
Q2 		$18.6K Buy
+448
New +$17.5K ﹤0.01% 5934
2020
Q1 		– Sell
-1,140
Closed -$40K – 5502
2019
Q4 		$40K Buy
1,140
+432
+61% +$14.7K ﹤0.01% 5188
2019
Q3 		$23K Buy
708
+96
+16% +$3.25K ﹤0.01% 5376
2019
Q2 		$21K Buy
612
+366
+149% +$12.2K ﹤0.01% 5428
2019
Q1 		$8K Buy
+246
New +$7.82K ﹤0.01% 5568

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.74% in Q2 2026, selling an estimated $386K and leaving 841,940 shares worth $54.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

JP Morgan Chase first reported a position in ISCG in Q1 2019 and has held it in 17 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • JP Morgan Chase held 841,940 shares of iShares Morningstar Small-Cap Growth ETF worth $54.6M as of Q2 2026.
  • JP Morgan Chase sold 6,308 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $386K.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1407 holding.
  • JP Morgan Chase first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 17 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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