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
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 – 5749
2019
Q3 		$36K Buy
+1,406
New +$35.6K ﹤0.01% 5277

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return