JP Morgan Chase
IWS icon

JP Morgan Chase’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

JP Morgan Chase’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125M Sell
759,625
-27,908
-4% -$4.4M 0.01% 952
2026
Q1 		$112M Sell
787,533
-9,136
-1% -$1.36M 0.01% 928
2025
Q4 		$112M Buy
796,669
+64,564
+9% +$9.03M 0.01% 889
2025
Q3 		$102M Buy
732,105
+54,526
+8% +$7.45M 0.01% 985
2025
Q2 		$89.5M Sell
677,579
-14,786
-2% -$1.85M 0.01% 979
2025
Q1 		$87.2M Sell
692,365
-35,095
-5% -$4.57M 0.01% 996
2024
Q4 		$94.1M Buy
727,460
+16,095
+2% +$2.15M 0.01% 969
2024
Q3 		$94.1M Buy
711,365
+3,307
+0.5% +$418K 0.01% 974
2024
Q2 		$85.5M Sell
708,058
-19,055
-3% -$2.32M 0.01% 983
2024
Q1 		$91.1M Sell
727,113
-89,950
-11% -$10.6M 0.01% 980
2023
Q4 		$95M Buy
817,063
+161,468
+25% +$17.2M 0.01% 916
2023
Q3 		$68.4M Sell
655,595
-39,590
-6% -$4.36M 0.01% 972
2023
Q2 		$76.4M Buy
695,185
+41,858
+6% +$4.41M 0.01% 945
2023
Q1 		$69.4M Sell
653,327
-15,332
-2% -$1.67M 0.01% 947
2022
Q4 		$70.4M Buy
668,659
+78,973
+13% +$8.28M 0.01% 933
2022
Q3 		$56.6M Buy
589,686
+91,550
+18% +$9.78M 0.01% 987
2022
Q2 		$50.6M Sell
498,136
-20,264
-4% -$2.27M 0.01% 1033
2022
Q1 		$62M Sell
518,400
-916,169
-64% -$108M 0.01% 1060
2021
Q4 		$176M Buy
1,434,569
+44,450
+3% +$5.31M 0.02% 624
2021
Q3 		$157M Buy
1,390,119
+997,855
+254% +$116M 0.02% 664
2021
Q2 		$45.1M Buy
392,264
+37,538
+11% +$4.3M 0.01% 1264
2021
Q1 		$38.8M Buy
354,726
+59,242
+20% +$6.17M 0.01% 1288
2020
Q4 		$28.6M Buy
295,484
+32,472
+12% +$2.93M ﹤0.01% 1374
2020
Q3 		$21.2M Buy
263,012
+8,345
+3% +$675K ﹤0.01% 1460
2020
Q2 		$19.5M Sell
254,667
-9,071
-3% -$660K ﹤0.01% 1385
2020
Q1 		$16.9M Sell
263,738
-5,605
-2% -$479K ﹤0.01% 1364
2019
Q4 		$25.5M Buy
269,343
+10,049
+4% +$918K ﹤0.01% 1401
2019
Q3 		$23.3M Buy
259,294
+22,767
+10% +$2.02M ﹤0.01% 1475
2019
Q2 		$20.8M Sell
236,527
-17,775
-7% -$1.56M ﹤0.01% 1542
2019
Q1 		$22.1M Sell
254,302
-123,601
-33% -$10.4M ﹤0.01% 1470
2018
Q4 		$28.9M Buy
377,903
+119,634
+46% +$10M 0.01% 1215
2018
Q3 		$23.3M Sell
258,269
-4,936
-2% -$447K ﹤0.01% 1546
2018
Q2 		$23.3M Sell
263,205
-88,964
-25% -$7.82M ﹤0.01% 1462
2018
Q1 		$30.4M Buy
352,169
+6,726
+2% +$596K 0.01% 1243
2017
Q4 		$30.8M Sell
345,443
-4,657
-1% -$405K 0.01% 1261
2017
Q3 		$29.7M Sell
350,100
-99,917
-22% -$8.37M 0.01% 1234
2017
Q2 		$37.8M Sell
450,017
-560,133
-55% -$46.6M 0.01% 1067
2017
Q1 		$83.8M Sell
1,010,150
-20,273
-2% -$1.68M 0.02% 689
2016
Q4 		$82.9M Sell
1,030,423
-50,353
-5% -$3.92M 0.02% 656
2016
Q3 		$83M Sell
1,080,776
-30,213
-3% -$2.3M 0.02% 620
2016
Q2 		$82.5M Sell
1,110,989
-91,360
-8% -$6.62M 0.02% 625
2016
Q1 		$85.3M Sell
1,202,349
-728,590
-38% -$48M 0.02% 586
2015
Q4 		$133M Buy
1,930,939
+283,925
+17% +$20M 0.03% 484
2015
Q3 		$110M Sell
1,647,014
-464,176
-22% -$33M 0.03% 515
2015
Q2 		$156M Sell
2,111,190
-16,910
-0.8% -$1.27M 0.04% 463
2015
Q1 		$160M Sell
2,128,100
-4,514
-0.2% -$337K 0.04% 485
2014
Q4 		$157M Buy
2,132,614
+110,939
+5% +$7.97M 0.04% 491
2014
Q3 		$142M Sell
2,021,675
-24,738
-1% -$1.77M 0.03% 510
2014
Q2 		$149M Sell
2,046,413
-238,955
-10% -$16.7M 0.04% 459
2014
Q1 		$157M Sell
2,285,368
-20,815
-0.9% -$1.38M 0.04% 427
2013
Q4 		$152M Sell
2,306,183
-75,834
-3% -$4.83M 0.04% 415
2013
Q3 		$145M Buy
2,382,017
+37,183
+2% +$2.24M 0.04% 428
2013
Q2 		$136M Buy
+2,344,834
New +$136M 0.04% 419

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.5% in Q2 2026, selling an estimated $4.4M and leaving 759,625 shares worth $125M. The position accounts for 0.01% of the portfolio, ranked #952.

JP Morgan Chase first reported a position in IWS in Q2 2013 and has held it in 53 quarters since. The position peaked at $176M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • JP Morgan Chase held 759,625 shares of iShares Russell Mid-Cap Value ETF worth $125M as of Q2 2026.
  • JP Morgan Chase sold 27,908 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $4.4M.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #952 holding.
  • JP Morgan Chase first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares Russell Mid-Cap Value ETF position peaked at $176M in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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