JP Morgan Chase
IVVW icon

JP Morgan Chase’s iShares IVV Premium Income+ ETF IVVW Stock Holding History

JP Morgan Chase’s Portfolio IVVW Stock Details IVVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.11M Buy
115,289
+11,385
+11% +$504K ﹤0.01% 3433
2026
Q1 		$4.43M Buy
+103,904
New +$4.68M ﹤0.01% 3431
2025
Q2 		– Sell
-50,000
Closed -$2.32M – 7745
2025
Q1 		$2.32M Hold
50,000
– – ﹤0.01% 3765
2024
Q4 		$2.45M Hold
50,000
– – ﹤0.01% 3992
2024
Q3 		$2.51M Hold
50,000
– – ﹤0.01% 3819
2024
Q2 		$2.49M Sell
50,000
-10,000
-17% -$493K ﹤0.01% 3589
2024
Q1 		$3.04M Buy
+60,000
New +$3.02M ﹤0.01% 3505

Other funds holding IVVW

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Chase increased its iShares IVV Premium Income+ ETF (IVVW) stake by 11% in Q2 2026, buying an estimated $504K and bringing the position to 115,289 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

JP Morgan Chase first reported a position in IVVW in Q1 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • JP Morgan Chase held 115,289 shares of iShares IVV Premium Income+ ETF worth $5.11M as of Q2 2026.
  • JP Morgan Chase bought 11,385 iShares IVV Premium Income+ ETF shares in Q2 2026, an estimated $504K.
  • iShares IVV Premium Income+ ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3433 holding.
  • JP Morgan Chase first reported a position in iShares IVV Premium Income+ ETF in Q1 2024 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares IVV Premium Income+ ETF as of Q2 2026.

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