JP Morgan Chase
IVOL icon

JP Morgan Chase’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

JP Morgan Chase’s Portfolio IVOL Stock Details IVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108M Buy
5,775,877
+559,650
+11% +$10.6M 0.01% 943
2025
Q4 		$99.9M Buy
+5,216,227
New +$101M 0.01% 948
2025
Q3 		– Sell
-117
Closed -$2.29K – 7330
2025
Q2 		$2.3K Buy
117
+100
+588% +$1.94K ﹤0.01% 6518
2025
Q1 		$329 Buy
+17
New +$306 ﹤0.01% 6744
2024
Q4 		– Sell
-13,712
Closed -$249K – 7328
2024
Q3 		$264K Buy
13,712
+12,263
+846% +$235K ﹤0.01% 5280
2024
Q2 		$26.8K Sell
1,449
-5,419,537
-100% -$100M ﹤0.01% 6064
2024
Q1 		$103M Buy
5,420,986
+1,009,912
+23% +$20.1M 0.01% 930
2023
Q4 		$91.2M Buy
4,411,074
+4,405,803
+83,586% +$91.2M 0.01% 933
2023
Q3 		$108K Sell
5,271
-38,010
-88% -$783K ﹤0.01% 5425
2023
Q2 		$891K Buy
43,281
+43,171
+39,246% +$968K ﹤0.01% 4149
2023
Q1 		$2K Sell
110
-2,147,631
-100% -$47.4M ﹤0.01% 6423
2022
Q4 		$48.6M Buy
2,147,741
+2,143,130
+46,479% +$48.4M 0.01% 1131
2022
Q3 		$102K Sell
4,611
-6,071,083
-100% -$148M ﹤0.01% 5279
2022
Q2 		$154M Buy
6,075,694
+6,073,466
+272,597% +$155M 0.02% 592
2022
Q1 		$57K Buy
+2,228
New +$58.5K ﹤0.01% 5749

Other funds holding IVOL

TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JP Morgan Chase's IVOL Position: Q1 2026 in Review

JP Morgan Chase increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 11% in Q1 2026, buying an estimated $10.6M and bringing the position to 5,775,877 shares worth $108M. The position accounts for 0.01% of the portfolio, ranked #943.

JP Morgan Chase first reported a position in IVOL in Q1 2022 and has held it in 15 quarters since. The position peaked at $154M in Q2 2022. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • JP Morgan Chase held 5,775,877 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $108M as of Q1 2026.
  • JP Morgan Chase bought 559,650 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $10.6M.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #943 holding.
  • JP Morgan Chase first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $154M in Q2 2022.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.