JP Morgan Chase
IWD icon

JP Morgan Chase’s iShares Russell 1000 Value ETF IWD Stock Holding History

JP Morgan Chase’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06B Sell
8,498,901
-146,259
-2% -$34.1M 0.11% 172
2026
Q1 		$1.81B Sell
8,645,160
-606,550
-7% -$133M 0.12% 175
2025
Q4 		$1.95B Buy
9,251,710
+338,948
+4% +$70M 0.12% 172
2025
Q3 		$1.81B Sell
8,912,762
-240,238
-3% -$47.8M 0.11% 184
2025
Q2 		$1.78B Buy
9,153,000
+67,043
+0.7% +$12.4M 0.12% 171
2025
Q1 		$1.71B Sell
9,085,957
-166,086
-2% -$31.6M 0.12% 167
2024
Q4 		$1.71B Buy
9,252,043
+671,710
+8% +$129M 0.13% 162
2024
Q3 		$1.63B Sell
8,580,333
-435,624
-5% -$79.4M 0.12% 175
2024
Q2 		$1.57B Sell
9,015,957
-709,425
-7% -$124M 0.13% 158
2024
Q1 		$1.74B Sell
9,725,382
-224,069
-2% -$37.9M 0.15% 145
2023
Q4 		$1.64B Buy
9,949,451
+1,360,490
+16% +$210M 0.16% 138
2023
Q3 		$1.3B Sell
8,588,961
-221,421
-3% -$35.1M 0.14% 144
2023
Q2 		$1.39B Sell
8,810,382
-278,568
-3% -$42.6M 0.15% 147
2023
Q1 		$1.38B Sell
9,088,950
-5,116,375
-36% -$790M 0.17% 138
2022
Q4 		$2.15B Buy
14,205,325
+804,401
+6% +$120M 0.28% 92
2022
Q3 		$1.82B Sell
13,400,924
-1,084,931
-7% -$163M 0.26% 91
2022
Q2 		$2.1B Sell
14,485,855
-652,794
-4% -$102M 0.29% 80
2022
Q1 		$2.51B Sell
15,138,649
-345,390
-2% -$56.7M 0.3% 69
2021
Q4 		$2.6B Buy
15,484,039
+1,173,002
+8% +$192M 0.3% 68
2021
Q3 		$2.24B Buy
14,311,037
+1,390,677
+11% +$223M 0.28% 80
2021
Q2 		$2.05B Sell
12,920,360
-316,413
-2% -$50.1M 0.24% 89
2021
Q1 		$2.01B Buy
13,236,773
+1,311,447
+11% +$190M 0.27% 82
2020
Q4 		$1.63B Buy
11,925,326
+1,026,331
+9% +$132M 0.24% 89
2020
Q3 		$1.28B Sell
10,898,995
-82,242
-0.7% -$9.75M 0.21% 102
2020
Q2 		$1.24B Buy
10,981,237
+456,735
+4% +$50.2M 0.24% 95
2020
Q1 		$1.04B Buy
10,524,502
+8,839,887
+525% +$1.1B 0.25% 87
2019
Q4 		$230M Sell
1,684,615
-55,267
-3% -$7.28M 0.04% 392
2019
Q3 		$223M Buy
1,739,882
+129,836
+8% +$16.5M 0.04% 405
2019
Q2 		$203M Sell
1,610,046
-72,326
-4% -$9.05M 0.04% 445
2019
Q1 		$208M Sell
1,682,372
-627,701
-27% -$75.4M 0.04% 429
2018
Q4 		$257M Buy
2,310,073
+1,183,148
+105% +$142M 0.06% 328
2018
Q3 		$143M Sell
1,126,925
-4,024
-0.4% -$505K 0.03% 562
2018
Q2 		$137M Buy
1,130,949
+114,101
+11% +$13.9M 0.03% 560
2018
Q1 		$122M Sell
1,016,848
-31,258
-3% -$3.9M 0.03% 560
2017
Q4 		$130M Buy
1,048,106
+270,972
+35% +$32.8M 0.03% 541
2017
Q3 		$92M Sell
777,134
-46,016
-6% -$5.36M 0.02% 653
2017
Q2 		$95.8M Buy
823,150
+30,120
+4% +$3.47M 0.02% 633
2017
Q1 		$91.2M Sell
793,030
-154,732
-16% -$17.7M 0.02% 660
2016
Q4 		$106M Sell
947,762
-42,666
-4% -$4.61M 0.03% 567
2016
Q3 		$105M Buy
990,428
+53,857
+6% +$5.68M 0.03% 543
2016
Q2 		$96.7M Sell
936,571
-49,535
-5% -$5M 0.02% 575
2016
Q1 		$97.4M Sell
986,106
-603,078
-38% -$56.5M 0.02% 549
2015
Q4 		$156M Buy
1,589,184
+568,912
+56% +$56.5M 0.04% 449
2015
Q3 		$95.2M Sell
1,020,272
-819,958
-45% -$81.4M 0.03% 558
2015
Q2 		$190M Buy
1,840,230
+30,951
+2% +$3.25M 0.04% 409
2015
Q1 		$187M Buy
1,809,279
+6,992
+0.4% +$725K 0.04% 441
2014
Q4 		$188M Sell
1,802,287
-283,995
-14% -$29M 0.04% 437
2014
Q3 		$209M Sell
2,086,282
-60,710
-3% -$6.15M 0.05% 397
2014
Q2 		$217M Sell
2,146,992
-145,712
-6% -$14.3M 0.06% 373
2014
Q1 		$221M Buy
2,292,704
+129,554
+6% +$12.1M 0.06% 335
2013
Q4 		$204M Sell
2,163,150
-147,717
-6% -$13.4M 0.06% 347
2013
Q3 		$199M Buy
2,310,867
+134,187
+6% +$11.6M 0.06% 332
2013
Q2 		$182M Buy
+2,176,680
New +$181M 0.06% 335

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 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 IWD Position: Q2 2026 in Review

JP Morgan Chase reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q2 2026, selling an estimated $34.1M and leaving 8,498,901 shares worth $2.06B. The position accounts for 0.11% of the portfolio, ranked #172.

JP Morgan Chase first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.6B in Q4 2021. 1,640 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • JP Morgan Chase held 8,498,901 shares of iShares Russell 1000 Value ETF worth $2.06B as of Q2 2026.
  • JP Morgan Chase sold 146,259 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $34.1M.
  • iShares Russell 1000 Value ETF made up 0.11% of JP Morgan Chase's portfolio in Q2 2026, its #172 holding.
  • JP Morgan Chase first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares Russell 1000 Value ETF position peaked at $2.6B in Q4 2021.
  • 1,640 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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