JP Morgan Chase
IWO icon

JP Morgan Chase’s iShares Russell 2000 Growth ETF IWO Stock Holding History

JP Morgan Chase’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155M Buy
397,150
+10,993
+3% +$4.01M 0.01% 852
2026
Q1 		$116M Sell
386,157
-105,568
-21% -$35.1M 0.01% 914
2025
Q4 		$159M Sell
491,725
-483,903
-50% -$157M 0.01% 756
2025
Q3 		$312M Buy
975,628
+412,741
+73% +$125M 0.02% 552
2025
Q2 		$161M Sell
562,887
-4,381
-0.8% -$1.15M 0.01% 752
2025
Q1 		$145M Buy
567,268
+13,171
+2% +$3.72M 0.01% 782
2024
Q4 		$159M Buy
554,097
+58,538
+12% +$17.3M 0.01% 743
2024
Q3 		$141M Buy
495,559
+154,743
+45% +$42.4M 0.01% 822
2024
Q2 		$89.5M Sell
340,816
-61,689
-15% -$16M 0.01% 958
2024
Q1 		$109M Sell
402,505
-2,527
-0.6% -$646K 0.01% 898
2023
Q4 		$102M Buy
405,032
+144,583
+56% +$32.6M 0.01% 870
2023
Q3 		$58.4M Buy
260,449
+52,276
+25% +$12.5M 0.01% 1038
2023
Q2 		$50.5M Buy
208,173
+10,343
+5% +$2.37M 0.01% 1126
2023
Q1 		$44.9M Sell
197,830
-2,234
-1% -$511K 0.01% 1149
2022
Q4 		$42.9M Sell
200,064
-199,591
-50% -$43.7M 0.01% 1193
2022
Q3 		$82.6M Sell
399,655
-3,402
-0.8% -$766K 0.01% 800
2022
Q2 		$83.2M Buy
403,057
+3,001
+0.8% +$669K 0.01% 816
2022
Q1 		$102M Sell
400,056
-114,226
-22% -$29.2M 0.01% 820
2021
Q4 		$151M Sell
514,282
-207,906
-29% -$62.7M 0.02% 691
2021
Q3 		$212M Buy
722,188
+365,692
+103% +$110M 0.03% 558
2021
Q2 		$111M Buy
356,496
+19,366
+6% +$5.83M 0.01% 851
2021
Q1 		$101M Buy
337,130
+33,965
+11% +$10.5M 0.01% 837
2020
Q4 		$86.9M Buy
303,165
+5,478
+2% +$1.4M 0.01% 831
2020
Q3 		$65.8M Sell
297,687
-3,581
-1% -$784K 0.01% 852
2020
Q2 		$62.3M Buy
301,268
+51,538
+21% +$9.64M 0.01% 810
2020
Q1 		$39.5M Buy
249,730
+129,580
+108% +$25.7M 0.01% 903
2019
Q4 		$25.7M Buy
120,150
+4,774
+4% +$969K ﹤0.01% 1397
2019
Q3 		$22.2M Sell
115,376
-100,793
-47% -$20M ﹤0.01% 1511
2019
Q2 		$43.1M Buy
216,169
+107,937
+100% +$21.3M 0.01% 1050
2019
Q1 		$21.3M Sell
108,232
-19,753
-15% -$3.76M ﹤0.01% 1501
2018
Q4 		$21.5M Buy
127,985
+32,933
+35% +$6.14M 0.01% 1432
2018
Q3 		$20.4M Sell
95,052
-256,685
-73% -$54.7M ﹤0.01% 1641
2018
Q2 		$71.9M Buy
351,737
+256,174
+268% +$51.2M 0.01% 789
2018
Q1 		$18.2M Buy
95,563
+3,242
+4% +$623K ﹤0.01% 1574
2017
Q4 		$17.2M Buy
92,321
+63,819
+224% +$11.6M ﹤0.01% 1689
2017
Q3 		$5.08M Buy
28,502
+2,949
+12% +$501K ﹤0.01% 2560
2017
Q2 		$4.31M Sell
25,553
-38,997
-60% -$6.42M ﹤0.01% 2575
2017
Q1 		$10.4M Buy
64,550
+38,026
+143% +$6.04M ﹤0.01% 1905
2016
Q4 		$4.08M Sell
26,524
-320,440
-92% -$47.8M ﹤0.01% 2617
2016
Q3 		$51.7M Sell
346,964
-282,262
-45% -$41.1M 0.01% 814
2016
Q2 		$86.3M Sell
629,226
-101,230
-14% -$13.7M 0.02% 616
2016
Q1 		$96.9M Buy
730,456
+189,332
+35% +$23.6M 0.02% 552
2015
Q4 		$75.4M Buy
541,124
+3,705
+0.7% +$525K 0.02% 646
2015
Q3 		$72M Sell
537,419
-129,766
-19% -$19.2M 0.02% 653
2015
Q2 		$103M Buy
667,185
+509,533
+323% +$78.1M 0.02% 587
2015
Q1 		$23.9M Sell
157,652
-1,492,902
-90% -$218M 0.01% 1315
2014
Q4 		$235M Sell
1,650,554
-15,317
-0.9% -$2.07M 0.05% 368
2014
Q3 		$216M Buy
1,665,871
+502,733
+43% +$67.4M 0.05% 390
2014
Q2 		$161M Sell
1,163,138
-255,972
-18% -$33.7M 0.04% 442
2014
Q1 		$193M Buy
1,419,110
+994,361
+234% +$136M 0.05% 377
2013
Q4 		$57.6M Sell
424,749
-595,027
-58% -$77.1M 0.02% 741
2013
Q3 		$128M Sell
1,019,776
-239,124
-19% -$28.8M 0.04% 462
2013
Q2 		$140M Buy
+1,258,900
New +$138M 0.04% 406

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.8% in Q2 2026, buying an estimated $4.01M and bringing the position to 397,150 shares worth $155M. The position accounts for 0.01% of the portfolio, ranked #852.

JP Morgan Chase first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $312M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • JP Morgan Chase held 397,150 shares of iShares Russell 2000 Growth ETF worth $155M as of Q2 2026.
  • JP Morgan Chase bought 10,993 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.01M.
  • iShares Russell 2000 Growth ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #852 holding.
  • JP Morgan Chase first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares Russell 2000 Growth ETF position peaked at $312M in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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