JP Morgan Chase
IWMI

JP Morgan Chase’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

JP Morgan Chase’s Portfolio IWMI Stock Details IWMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.7K Buy
+650
New +$33.4K ﹤0.01% 6564
2026
Q1 		– Hold
0
– – – 7370

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

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

JP Morgan Chase opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 650 shares worth $34.7K. The stake represents ﹤0.01% of the portfolio and ranks #6564 among its holdings.

94 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • JP Morgan Chase held 650 shares of NEOS Russell 2000 High Income ETF worth $34.7K as of Q2 2026.
  • NEOS Russell 2000 High Income ETF was a new JP Morgan Chase position in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6564 holding.
  • 94 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

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