JP Morgan Chase
IVVM icon

JP Morgan Chase’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

JP Morgan Chase’s Portfolio IVVM Stock Details IVVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-502
Closed -$15.4K – 7525
2024
Q4 		$15.4K Buy
+502
New +$15.5K ﹤0.01% 6305

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

JP Morgan Chase's IVVM Position: Q1 2025 in Review

JP Morgan Chase sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2025, closing a stake of 502 shares — an estimated $15.4K sold.

JP Morgan Chase first reported a position in IVVM in Q4 2024 and held it in 1 quarter. The position peaked at $15.4K in Q4 2024. 14 funds tracked by Wall St. Rank hold IVVM as of Q1 2025.

  • JP Morgan Chase reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 502 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2025, an estimated $15.4K.
  • JP Morgan Chase first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2024 and held it in 1 quarter.
  • JP Morgan Chase's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $15.4K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.