JP Morgan Chase’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

JP Morgan Chase’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.2M	Sell	588,919 -17,865	-3%	-$2.46M	﹤0.01%	1154
2026 Q1	$75M	Sell	606,784 -11,446	-2%	-$1.55M	﹤0.01%	1135
2025 Q4	$84.7M	Sell	618,230 -113,189	-15%	-$15.8M	0.01%	1022
2025 Q3	$104M	Buy	731,419 +61,844	+9%	+$8.74M	0.01%	970
2025 Q2	$92.9M	Sell	669,575 -142,462	-18%	-$18M	0.01%	962
2025 Q1	$95.4M	Buy	812,037 +27,191	+3%	+$3.5M	0.01%	955
2024 Q4	$99.5M	Sell	784,846 -7,958	-1%	-$1.01M	0.01%	940
2024 Q3	$93M	Sell	792,804 -71,037	-8%	-$7.94M	0.01%	985
2024 Q2	$95.3M	Buy	863,841 +2,530	+0.3%	+$278K	0.01%	927
2024 Q1	$98.3M	Sell	861,311 -71,717	-8%	-$7.76M	0.01%	949
2023 Q4	$97.5M	Sell	933,028 -18,975	-2%	-$1.8M	0.01%	903
2023 Q3	$87M	Buy	952,003 +24,367	+3%	+$2.33M	0.01%	867
2023 Q2	$89.6M	Buy	927,636 +114,903	+14%	+$10.5M	0.01%	878
2023 Q1	$74M	Buy	812,733 +9,133	+1%	+$815K	0.01%	917
2022 Q4	$67.2M	Buy	803,600 +349,355	+77%	+$29.4M	0.01%	952
2022 Q3	$35.6M	Sell	454,245 -276,809	-38%	-$23.8M	0.01%	1217
2022 Q2	$57.9M	Sell	731,054 -27,994	-4%	-$2.44M	0.01%	970
2022 Q1	$76.3M	Sell	759,048 -1,450,837	-66%	-$144M	0.01%	957
2021 Q4	$255M	Sell	2,209,885 -361,392	-14%	-$42.1M	0.03%	499
2021 Q3	$288M	Buy	2,571,277 +1,632,211	+174%	+$188M	0.04%	462
2021 Q2	$106M	Buy	939,066 +240,843	+34%	+$25.7M	0.01%	872
2021 Q1	$71.3M	Sell	698,223 -10,386	-1%	-$1.09M	0.01%	1015
2020 Q4	$72.7M	Buy	708,609 +72,259	+11%	+$6.88M	0.01%	909
2020 Q3	$54.7M	Buy	636,350 +19,050	+3%	+$1.61M	0.01%	933
2020 Q2	$48.8M	Sell	617,300 -142,254	-19%	-$10.3M	0.01%	895
2020 Q1	$46.2M	Sell	759,554 -13,790	-2%	-$1M	0.01%	840
2019 Q4	$59M	Buy	773,344 +139,960	+22%	+$10.3M	0.01%	880
2019 Q3	$44.8M	Sell	633,384 -155,942	-20%	-$11.2M	0.01%	1013
2019 Q2	$55.9M	Sell	789,326 -64,874	-8%	-$4.51M	0.01%	906
2019 Q1	$57.9M	Buy	854,200 +3,614	+0.4%	+$232K	0.01%	886
2018 Q4	$48.4M	Sell	850,586 -33,242	-4%	-$2.02M	0.01%	913
2018 Q3	$59.9M	Buy	883,828 +25,804	+3%	+$1.72M	0.01%	928
2018 Q2	$54.4M	Buy	858,024 +10,480	+1%	+$660K	0.01%	921
2018 Q1	$52.1M	Buy	847,544 +68,914	+9%	+$4.3M	0.01%	912
2017 Q4	$47M	Sell	778,630 -94,138	-11%	-$5.53M	0.01%	1017
2017 Q3	$49.2M	Sell	872,768 -254,280	-23%	-$14M	0.01%	943
2017 Q2	$60.9M	Sell	1,127,048 -503,480	-31%	-$26.8M	0.01%	821
2017 Q1	$84.6M	Buy	1,630,528 +10,106	+0.6%	+$516K	0.02%	685
2016 Q4	$78.9M	Sell	1,620,422 -22,018	-1%	-$1.06M	0.02%	677
2016 Q3	$80M	Sell	1,642,440 -29,536	-2%	-$1.43M	0.02%	636
2016 Q2	$78.2M	Sell	1,671,976 -46,114	-3%	-$2.13M	0.02%	642
2016 Q1	$79.2M	Sell	1,718,090 -887,080	-34%	-$38.3M	0.02%	617
2015 Q4	$120M	Buy	2,605,170 +319,796	+14%	+$14.9M	0.03%	507
2015 Q3	$101M	Sell	2,285,374 -1,244,400	-35%	-$59M	0.03%	540
2015 Q2	$171M	Sell	3,529,774 -132,752	-4%	-$6.55M	0.04%	443
2015 Q1	$179M	Sell	3,662,526 -22,460	-0.6%	-$1.07M	0.04%	452
2014 Q4	$172M	Buy	3,684,986 +53,364	+1%	+$2.41M	0.04%	466
2014 Q3	$160M	Sell	3,631,622 -122,330	-3%	-$5.46M	0.04%	471
2014 Q2	$168M	Sell	3,753,952 -398,404	-10%	-$17.1M	0.04%	430
2014 Q1	$178M	Sell	4,152,356 -36,624	-0.9%	-$1.56M	0.05%	405
2013 Q4	$177M	Sell	4,188,980 -47,540	-1%	-$1.92M	0.05%	371
2013 Q3	$166M	Sell	4,236,520 -110,702	-3%	-$4.22M	0.05%	380
2013 Q2	$156M	Buy	+4,347,222	New	+$155M	0.05%	377

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, selling an estimated $2.46M and leaving 588,919 shares worth $85.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

JP Morgan Chase first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $288M in Q3 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

JP Morgan Chase held 588,919 shares of iShares Russell Mid-Cap Growth ETF worth $85.2M as of Q2 2026.
JP Morgan Chase sold 17,865 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.46M.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1154 holding.
JP Morgan Chase first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
JP Morgan Chase's iShares Russell Mid-Cap Growth ETF position peaked at $288M in Q3 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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