JP Morgan Chase’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.7M | Buy |
186,081
+4,496
| +2% | +$528K | ﹤0.01% | 2043 |
|
|
2025
Q4 | $20.3M | Buy |
181,585
+5,979
| +3% | +$663K | ﹤0.01% | 2057 |
|
|
2025
Q3 | $19.4M | Buy |
175,606
+2,317
| +1% | +$252K | ﹤0.01% | 2130 |
|
|
2025
Q2 | $18.2M | Sell |
173,289
-27,869
| -14% | -$2.77M | ﹤0.01% | 2026 |
|
|
2025
Q1 | $19.9M | Buy |
201,158
+53,801
| +37% | +$5.66M | ﹤0.01% | 1939 |
|
|
2024
Q4 | $15.5M | Buy |
147,357
+7,620
| +5% | +$828K | ﹤0.01% | 2270 |
|
|
2024
Q3 | $14.8M | Buy |
139,737
+51,039
| +58% | +$5.21M | ﹤0.01% | 2268 |
|
|
2024
Q2 | $8.79M | Buy |
88,698
+9,079
| +11% | +$904K | ﹤0.01% | 2564 |
|
|
2024
Q1 | $8.2M | Buy |
79,619
+12,821
| +19% | +$1.23M | ﹤0.01% | 2666 |
|
|
2023
Q4 | $6.28M | Buy |
66,798
+18,870
| +39% | +$1.62M | ﹤0.01% | 2891 |
|
|
2023
Q3 | $4.05M | Buy |
47,928
+13,265
| +38% | +$1.18M | ﹤0.01% | 2990 |
|
|
2023
Q2 | $3.07M | Buy |
34,663
+6,028
| +21% | +$508K | ﹤0.01% | 3232 |
|
|
2023
Q1 | $2.42M | Buy |
28,635
+12,915
| +82% | +$1.11M | ﹤0.01% | 3408 |
|
|
2022
Q4 | $1.29M | Buy |
15,720
+108
| +0.7% | +$8.83K | ﹤0.01% | 3883 |
|
|
2022
Q3 | $1.16M | Sell |
15,612
-132
| -0.8% | -$10.8K | ﹤0.01% | 3890 |
|
|
2022
Q2 | $1.21M | Sell |
15,744
-249,652
| -94% | -$20.9M | ﹤0.01% | 3939 |
|
|
2022
Q1 | $24.1M | Buy |
265,396
+250,950
| +1,737% | +$22.6M | ﹤0.01% | 1624 |
|
|
2021
Q4 | $1.38M | Buy |
14,446
+558
| +4% | +$52.6K | ﹤0.01% | 4145 |
|
|
2021
Q3 | $1.24M | Sell |
13,888
-22
| -0.2% | -$2K | ﹤0.01% | 4149 |
|
|
2021
Q2 | $1.27M | Buy |
13,910
+66
| +0.5% | +$6.03K | ﹤0.01% | 4128 |
|
|
2021
Q1 | $1.22M | Sell |
13,844
-19,562
| -59% | -$1.65M | ﹤0.01% | 4084 |
|
|
2020
Q4 | $2.6M | Buy |
33,406
+2,950
| +10% | +$211K | ﹤0.01% | 3293 |
|
|
2020
Q3 | $1.9M | Buy |
30,456
+16,260
| +115% | +$1.03M | ﹤0.01% | 3273 |
|
|
2020
Q2 | $853K | Sell |
14,196
-38,252
| -73% | -$2.15M | ﹤0.01% | 3603 |
|
|
2020
Q1 | $2.55M | Buy |
52,448
+36,554
| +230% | +$2.29M | ﹤0.01% | 2779 |
|
|
2019
Q4 | $1.1M | Buy |
15,894
+1,892
| +14% | +$127K | ﹤0.01% | 3778 |
|
|
2019
Q3 | $914K | Sell |
14,002
-400,260
| -97% | -$26M | ﹤0.01% | 3888 |
|
|
2019
Q2 | $26.9M | Buy |
414,262
+402,542
| +3,435% | +$26.1M | 0.01% | 1354 |
|
|
2019
Q1 | $749K | Buy |
11,720
+8,666
| +284% | +$540K | ﹤0.01% | 3972 |
|
|
2018
Q4 | $171K | Buy |
+3,054
| New | +$188K | ﹤0.01% | 4656 |
|
|
2017
Q4 | – | Sell |
-200,000
| Closed | -$12.1M | – | 5502 |
|
|
2017
Q3 | $12.1M | Buy |
+200,000
| New | +$11.8M | ﹤0.01% | 1846 |
|
|
2017
Q1 | – | Sell |
-1,060
| Closed | -$59K | – | 5137 |
|
|
2016
Q4 | $59K | Buy |
+1,060
| New | +$56.7K | ﹤0.01% | 4518 |
|
|
2016
Q1 | – | Sell |
-1,984
| Closed | -$93K | – | 4806 |
|
|
2015
Q4 | $93K | Buy |
+1,984
| New | +$95.3K | ﹤0.01% | 3794 |
|
Other funds holding IVOO
HFS
LMIM
SILC
