JP Morgan Chase
IUSG icon

JP Morgan Chase’s iShares Core S&P US Growth ETF IUSG Stock Holding History

JP Morgan Chase’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285M Sell
1,533,948
-40,541
-3% -$7.32M 0.02% 628
2026
Q1 		$235M Sell
1,574,489
-46,882
-3% -$7.72M 0.02% 634
2025
Q4 		$272M Buy
1,621,371
+14,427
+0.9% +$2.41M 0.02% 572
2025
Q3 		$264M Buy
1,606,944
+97,183
+6% +$15.3M 0.02% 607
2025
Q2 		$227M Sell
1,509,761
-9,206
-0.6% -$1.25M 0.01% 641
2025
Q1 		$193M Buy
1,518,967
+84,911
+6% +$11.7M 0.01% 687
2024
Q4 		$200M Buy
1,434,056
+94,755
+7% +$13M 0.01% 667
2024
Q3 		$177M Buy
1,339,301
+76,917
+6% +$9.78M 0.01% 734
2024
Q2 		$161M Sell
1,262,384
-887,526
-41% -$106M 0.01% 732
2024
Q1 		$252M Buy
2,149,910
+21,363
+1% +$2.38M 0.02% 580
2023
Q4 		$222M Buy
2,128,547
+1,825,072
+601% +$180M 0.02% 584
2023
Q3 		$28.8M Sell
303,475
-1,322
-0.4% -$130K ﹤0.01% 1417
2023
Q2 		$29.8M Buy
304,797
+122,280
+67% +$11.2M ﹤0.01% 1411
2023
Q1 		$16.2M Sell
182,517
-3,877
-2% -$330K ﹤0.01% 1846
2022
Q4 		$15.2M Buy
186,394
+68,016
+57% +$5.68M ﹤0.01% 1882
2022
Q3 		$9.49M Sell
118,378
-436
-0.4% -$39.3K ﹤0.01% 2188
2022
Q2 		$9.95M Buy
118,814
+3,751
+3% +$344K ﹤0.01% 2168
2022
Q1 		$12.2M Buy
115,063
+4,863
+4% +$505K ﹤0.01% 2180
2021
Q4 		$12.7M Buy
110,200
+1,681
+2% +$187K ﹤0.01% 2232
2021
Q3 		$11.1M Buy
108,519
+4,020
+4% +$425K ﹤0.01% 2293
2021
Q2 		$10.6M Buy
104,499
+10,457
+11% +$1.01M ﹤0.01% 2381
2021
Q1 		$8.54M Buy
94,042
+28,207
+43% +$2.54M ﹤0.01% 2508
2020
Q4 		$5.84M Sell
65,835
-18,974
-22% -$1.6M ﹤0.01% 2672
2020
Q3 		$6.74M Sell
84,809
-15,326
-15% -$1.2M ﹤0.01% 2330
2020
Q2 		$7.2M Buy
100,135
+59,059
+144% +$3.92M ﹤0.01% 2167
2020
Q1 		$2.35M Buy
41,076
+11,319
+38% +$745K ﹤0.01% 2846
2019
Q4 		$2.01M Sell
29,757
-672
-2% -$43.5K ﹤0.01% 3379
2019
Q3 		$1.91M Sell
30,429
-5,208
-15% -$329K ﹤0.01% 3447
2019
Q2 		$2.23M Buy
35,637
+14,956
+72% +$920K ﹤0.01% 3310
2019
Q1 		$1.25M Sell
20,681
-5,565
-21% -$319K ﹤0.01% 3671
2018
Q4 		$1.38M Buy
26,246
+20,791
+381% +$1.18M ﹤0.01% 3541
2018
Q3 		$339K Buy
5,455
+551
+11% +$33.3K ﹤0.01% 4467
2018
Q2 		$281K Sell
4,904
-7,310
-60% -$413K ﹤0.01% 4429
2018
Q1 		$667K Buy
12,214
+8,006
+190% +$449K ﹤0.01% 3890
2017
Q4 		$226K Hold
4,208
– – ﹤0.01% 4374
2017
Q3 		$211K Hold
4,208
– – ﹤0.01% 4095
2017
Q2 		$203K Buy
4,208
+500
+13% +$23.9K ﹤0.01% 3980
2017
Q1 		$172K Sell
3,708
-1,200
-24% -$54.3K ﹤0.01% 4134
2016
Q4 		$211K Buy
4,908
+2,430
+98% +$103K ﹤0.01% 4163
2016
Q3 		$105K Buy
2,478
+1,800
+265% +$76.3K ﹤0.01% 3852
2016
Q2 		$28K Hold
678
– – ﹤0.01% 4163
2016
Q1 		$27K Buy
+678
New +$26K ﹤0.01% 4026
2015
Q1 		– Sell
-100,000
Closed -$3.92M – 4163
2014
Q4 		$3.92M Sell
100,000
-100,000
-50% -$3.82M ﹤0.01% 2561
2014
Q3 		$7.47M Hold
200,000
– – ﹤0.01% 2111
2014
Q2 		$7.44M Sell
200,000
-932
-0.5% -$33.4K ﹤0.01% 1888
2014
Q1 		$7.14M Sell
200,932
-52
-0% -$1.83K ﹤0.01% 1899
2013
Q4 		$7.09M Sell
200,984
-200
-0.1% -$6.74K ﹤0.01% 1954
2013
Q3 		$6.46M Sell
201,184
-534
-0.3% -$16.8K ﹤0.01% 2035
2013
Q2 		$6.01M Buy
+201,718
New +$6.04M ﹤0.01% 2010

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.6% in Q2 2026, selling an estimated $7.32M and leaving 1,533,948 shares worth $285M. The position accounts for 0.02% of the portfolio, ranked #628.

JP Morgan Chase first reported a position in IUSG in Q2 2013 and has held it in 49 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • JP Morgan Chase held 1,533,948 shares of iShares Core S&P US Growth ETF worth $285M as of Q2 2026.
  • JP Morgan Chase sold 40,541 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $7.32M.
  • iShares Core S&P US Growth ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #628 holding.
  • JP Morgan Chase first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 49 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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