JP Morgan Chase
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JP Morgan Chase’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

JP Morgan Chase’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 7644
2026
Q1 		– Hold
0
– – – 7443
2025
Q4 		– Hold
0
– – – 7341
2022
Q4 		– Sell
-3,077
Closed -$84K – 6772
2022
Q3 		$84K Buy
+3,077
New +$93.5K ﹤0.01% 5364

Other funds holding ISMD

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

JP Morgan Chase held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q2 2026 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #7644.

JP Morgan Chase first reported a position in ISMD in Q3 2022 and has held it in 1 quarter since. The position peaked at $84K in Q3 2022. 78 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • JP Morgan Chase held 0 shares of Inspire Small/Mid Cap Impact ETF worth $11 as of Q2 2026.
  • JP Morgan Chase left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7644 holding.
  • JP Morgan Chase first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2022 and has held it in 1 quarter since.
  • JP Morgan Chase's Inspire Small/Mid Cap Impact ETF position peaked at $84K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

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