JP Morgan Chase
IVLU icon

JP Morgan Chase’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

JP Morgan Chase’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201M Buy
4,821,998
+345,342
+8% +$14.5M 0.01% 751
2026
Q1 		$172M Sell
4,476,656
-186,927
-4% -$7.55M 0.01% 754
2025
Q4 		$177M Sell
4,663,583
-73,083
-2% -$2.68M 0.01% 713
2025
Q3 		$168M Buy
4,736,666
+58,090
+1% +$1.99M 0.01% 762
2025
Q2 		$154M Buy
4,678,576
+736,159
+19% +$23.2M 0.01% 764
2025
Q1 		$119M Sell
3,942,417
-500,779
-11% -$14.6M 0.01% 857
2024
Q4 		$120M Buy
4,443,196
+666,432
+18% +$18.8M 0.01% 847
2024
Q3 		$112M Buy
3,776,764
+400,792
+12% +$11.4M 0.01% 903
2024
Q2 		$92.6M Sell
3,375,972
-310,180
-8% -$8.74M 0.01% 940
2024
Q1 		$104M Sell
3,686,152
-49,682
-1% -$1.33M 0.01% 924
2023
Q4 		$99M Sell
3,735,834
-650,990
-15% -$16.6M 0.01% 893
2023
Q3 		$111M Buy
4,386,824
+609,911
+16% +$15.7M 0.01% 763
2023
Q2 		$96.1M Buy
3,776,913
+420,475
+13% +$10.6M 0.01% 845
2023
Q1 		$83.2M Buy
3,356,438
+9,557
+0.3% +$235K 0.01% 874
2022
Q4 		$77.5M Buy
3,346,881
+3,319,404
+12,081% +$73.2M 0.01% 894
2022
Q3 		$543K Sell
27,477
-37,775
-58% -$824K ﹤0.01% 4405
2022
Q2 		$1.45M Sell
65,252
-21,259
-25% -$514K ﹤0.01% 3819
2022
Q1 		$2.2M Buy
86,511
+85,616
+9,566% +$2.22M ﹤0.01% 3672
2021
Q4 		$23K Sell
895
-116
-11% -$2.98K ﹤0.01% 6178
2021
Q3 		$26K Sell
1,011
-29
-3% -$751 ﹤0.01% 5993
2021
Q2 		$27K Buy
1,040
+240
+30% +$6.28K ﹤0.01% 5879
2021
Q1 		$20K Buy
+800
New +$19.5K ﹤0.01% 5701
2019
Q2 		– Sell
-1,100
Closed -$26K – 5880
2019
Q1 		$26K Hold
1,100
– – ﹤0.01% 5335
2018
Q4 		$24K Hold
1,100
– – ﹤0.01% 5285
2018
Q3 		$28K Buy
1,100
+500
+83% +$12.6K ﹤0.01% 5357
2018
Q2 		$15K Buy
+600
New +$15.8K ﹤0.01% 5332

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 7.7% in Q2 2026, buying an estimated $14.5M and bringing the position to 4,821,998 shares worth $201M. The position accounts for 0.01% of the portfolio, ranked #751.

JP Morgan Chase first reported a position in IVLU in Q2 2018 and has held it in 26 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • JP Morgan Chase held 4,821,998 shares of iShares MSCI Intl Value Factor ETF worth $201M as of Q2 2026.
  • JP Morgan Chase bought 345,342 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $14.5M.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #751 holding.
  • JP Morgan Chase first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2018 and has held it in 26 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

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