JP Morgan Chase
IVOV icon

JP Morgan Chase’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

JP Morgan Chase’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.85M Buy
28,568
+1,051
+4% +$111K ﹤0.01% 3821
2025
Q4 		$2.78M Buy
27,517
+3,002
+12% +$303K ﹤0.01% 3839
2025
Q3 		$2.47M Buy
24,515
+111
+0.5% +$11K ﹤0.01% 3922
2025
Q2 		$2.33M Buy
24,404
+590
+2% +$53.4K ﹤0.01% 3796
2025
Q1 		$2.19M Buy
23,814
+292
+1% +$28K ﹤0.01% 3803
2024
Q4 		$2.25M Buy
23,522
+670
+3% +$66.3K ﹤0.01% 4060
2024
Q3 		$2.19M Buy
22,852
+6,679
+41% +$612K ﹤0.01% 3939
2024
Q2 		$1.42M Sell
16,173
-2,375
-13% -$208K ﹤0.01% 4035
2024
Q1 		$1.68M Sell
18,548
-5,788
-24% -$498K ﹤0.01% 3979
2023
Q4 		$2.12M Buy
24,336
+18,532
+319% +$1.47M ﹤0.01% 3802
2023
Q3 		$452K Hold
5,804
– – ﹤0.01% 4542
2023
Q2 		$478K Sell
5,804
-1,602
-22% -$125K ﹤0.01% 4521
2023
Q1 		$583K Hold
7,406
– – ﹤0.01% 4392
2022
Q4 		$568K Hold
7,406
– – ﹤0.01% 4431
2022
Q3 		$514K Sell
7,406
-54
-0.7% -$4.13K ﹤0.01% 4447
2022
Q2 		$539K Buy
7,460
+634
+9% +$49.5K ﹤0.01% 4508
2022
Q1 		$572K Buy
6,826
+870
+15% +$71.5K ﹤0.01% 4618
2021
Q4 		$502K Buy
5,956
+252
+4% +$21.2K ﹤0.01% 4819
2021
Q3 		$454K Hold
5,704
– – ﹤0.01% 4787
2021
Q2 		$462K Hold
5,704
– – ﹤0.01% 4749
2021
Q1 		$446K Buy
5,704
+2,582
+83% +$188K ﹤0.01% 4744
2020
Q4 		$206K Buy
3,122
+2,122
+212% +$129K ﹤0.01% 4797
2020
Q3 		$52K Sell
1,000
-6,000
-86% -$321K ﹤0.01% 4924
2020
Q2 		$360K Hold
7,000
– – ﹤0.01% 3991
2020
Q1 		$295K Hold
7,000
– – ﹤0.01% 4098
2019
Q4 		$455K Hold
7,000
– – ﹤0.01% 4279
2019
Q3 		$432K Hold
7,000
– – ﹤0.01% 4238
2019
Q2 		$424K Hold
7,000
– – ﹤0.01% 4310
2019
Q1 		$420K Buy
+7,000
New +$413K ﹤0.01% 4288
2018
Q1 		– Sell
-17,000
Closed -$1.03M – 5492
2017
Q4 		$1.03M Hold
17,000
– – ﹤0.01% 3708
2017
Q3 		$996K Buy
+17,000
New +$964K ﹤0.01% 3523

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 3.8% in Q1 2026, buying an estimated $111K and bringing the position to 28,568 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

JP Morgan Chase first reported a position in IVOV in Q3 2017 and has held it in 31 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • JP Morgan Chase held 28,568 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $2.85M as of Q1 2026.
  • JP Morgan Chase bought 1,051 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $111K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3821 holding.
  • JP Morgan Chase first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 31 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

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