JP Morgan Chase
IVVW icon

JP Morgan Chase’s iShares S&P 500 BuyWrite 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
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

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

JP Morgan Chase opened a new position in iShares S&P 500 BuyWrite ETF (IVVW) in Q1 2026: 103,904 shares worth $4.43M. The stake represents ﹤0.01% of the portfolio and ranks #3431 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in IVVW as recently as Q1 2025.

JP Morgan Chase first reported a position in IVVW in Q1 2024 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

  • JP Morgan Chase held 103,904 shares of iShares S&P 500 BuyWrite ETF worth $4.43M as of Q1 2026.
  • iShares S&P 500 BuyWrite ETF was a new JP Morgan Chase position in Q1 2026.
  • iShares S&P 500 BuyWrite ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3431 holding.
  • JP Morgan Chase first reported a position in iShares S&P 500 BuyWrite ETF in Q1 2024 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

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