JP Morgan Chase
IUS icon

JP Morgan Chase’s Invesco RAFI Strategic US ETF IUS Stock Holding History

JP Morgan Chase’s Portfolio IUS Stock Details IUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$141K Buy
2,154
+1,500
+229% +$95.2K ﹤0.01% 5805
2026
Q1 		$37.1K Sell
654
-3,339
-84% -$198K ﹤0.01% 6314
2025
Q4 		$228K Buy
3,993
+27
+0.7% +$1.52K ﹤0.01% 5476
2025
Q3 		$219K Sell
3,966
-25
-0.6% -$1.33K ﹤0.01% 5465
2025
Q2 		$206K Sell
3,991
-7,027
-64% -$343K ﹤0.01% 5210
2025
Q1 		$544K Buy
11,018
+2,759
+33% +$139K ﹤0.01% 4708
2024
Q4 		$410K Buy
8,259
+593
+8% +$30.1K ﹤0.01% 5144
2024
Q3 		$386K Buy
7,666
+7,293
+1,955% +$354K ﹤0.01% 5074
2024
Q2 		$17.7K Sell
373
-230
-38% -$10.8K ﹤0.01% 6168
2024
Q1 		$28.6K Sell
603
-297
-33% -$13.3K ﹤0.01% 6130
2023
Q4 		$39K Sell
900
-4,000
-82% -$163K ﹤0.01% 6070
2023
Q3 		$195K Buy
4,900
+4,620
+1,650% +$189K ﹤0.01% 5084
2023
Q2 		$11.3K Buy
+280
New +$10.9K ﹤0.01% 6038
2019
Q4 		– Sell
-1,406
Closed -$36K – 5748
2019
Q3 		$36K Buy
+1,406
New +$35.6K ﹤0.01% 5277

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco RAFI Strategic US ETF (IUS) stake by 229% in Q2 2026, buying an estimated $95.2K and bringing the position to 2,154 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #5805.

JP Morgan Chase first reported a position in IUS in Q3 2019 and has held it in 14 quarters since. The position peaked at $544K in Q1 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • JP Morgan Chase held 2,154 shares of Invesco RAFI Strategic US ETF worth $141K as of Q2 2026.
  • JP Morgan Chase bought 1,500 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $95.2K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5805 holding.
  • JP Morgan Chase first reported a position in Invesco RAFI Strategic US ETF in Q3 2019 and has held it in 14 quarters since.
  • JP Morgan Chase's Invesco RAFI Strategic US ETF position peaked at $544K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

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