JP Morgan Chase
IWV icon

JP Morgan Chase’s iShares Russell 3000 ETF IWV Stock Holding History

JP Morgan Chase’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203M Buy
479,995
+4,282
+0.9% +$1.76M 0.01% 747
2026
Q1 		$171M Buy
475,713
+1,664
+0.4% +$644K 0.01% 762
2025
Q4 		$183M Sell
474,049
-43,539
-8% -$16.7M 0.01% 699
2025
Q3 		$196M Sell
517,588
-18,371
-3% -$6.7M 0.01% 702
2025
Q2 		$188M Sell
535,959
-39,227
-7% -$12.7M 0.01% 704
2025
Q1 		$183M Sell
575,186
-28,794
-5% -$9.65M 0.01% 703
2024
Q4 		$202M Buy
603,980
+152,260
+34% +$51.3M 0.02% 662
2024
Q3 		$148M Sell
451,720
-78,036
-15% -$24.6M 0.01% 803
2024
Q2 		$164M Sell
529,756
-94,277
-15% -$28.1M 0.01% 725
2024
Q1 		$187M Sell
624,033
-322,483
-34% -$92M 0.02% 672
2023
Q4 		$259M Buy
946,516
+686,337
+264% +$175M 0.02% 542
2023
Q3 		$63.8M Sell
260,179
-62,676
-19% -$16M 0.01% 1004
2023
Q2 		$82.2M Buy
322,855
+44,577
+16% +$10.7M 0.01% 919
2023
Q1 		$65.5M Buy
278,278
+4,049
+1% +$935K 0.01% 968
2022
Q4 		$60.5M Buy
274,229
+10,933
+4% +$2.43M 0.01% 1013
2022
Q3 		$54.5M Buy
263,296
+8,460
+3% +$1.95M 0.01% 1013
2022
Q2 		$55.4M Sell
254,836
-15,468
-6% -$3.66M 0.01% 991
2022
Q1 		$70.9M Buy
270,304
+7,447
+3% +$1.93M 0.01% 997
2021
Q4 		$72.9M Buy
262,857
+558
+0.2% +$151K 0.01% 1024
2021
Q3 		$66.8M Sell
262,299
-35,080
-12% -$9.18M 0.01% 1044
2021
Q2 		$76.1M Buy
297,379
+8,740
+3% +$2.18M 0.01% 1023
2021
Q1 		$68.5M Buy
288,639
+26,487
+10% +$6.15M 0.01% 1034
2020
Q4 		$58.6M Buy
262,152
+4,149
+2% +$871K 0.01% 1011
2020
Q3 		$50.2M Sell
258,003
-15,232
-6% -$2.95M 0.01% 967
2020
Q2 		$49.2M Sell
273,235
-19,173
-7% -$3.25M 0.01% 891
2020
Q1 		$43.4M Buy
292,408
+23,270
+9% +$4.14M 0.01% 857
2019
Q4 		$50.7M Sell
269,138
-11,199
-4% -$2.02M 0.01% 959
2019
Q3 		$48.7M Buy
280,337
+282
+0.1% +$48.9K 0.01% 962
2019
Q2 		$48M Sell
280,055
-1,827
-0.6% -$310K 0.01% 984
2019
Q1 		$47M Sell
281,882
-49,761
-15% -$7.99M 0.01% 992
2018
Q4 		$48.7M Buy
331,643
+83,007
+33% +$13.2M 0.01% 909
2018
Q3 		$42.8M Buy
248,636
+2,439
+1% +$413K 0.01% 1104
2018
Q2 		$40M Buy
246,197
+32,081
+15% +$5.16M 0.01% 1099
2018
Q1 		$33.5M Buy
214,116
+12,230
+6% +$1.98M 0.01% 1182
2017
Q4 		$31.9M Buy
201,886
+20,866
+12% +$3.22M 0.01% 1238
2017
Q3 		$26.9M Buy
181,020
+2,492
+1% +$364K 0.01% 1302
2017
Q2 		$25.7M Buy
178,528
+10,587
+6% +$1.5M 0.01% 1286
2017
Q1 		$23.5M Buy
167,941
+21,858
+15% +$3.02M 0.01% 1369
2016
Q4 		$19.4M Buy
146,083
+58,900
+68% +$7.64M ﹤0.01% 1492
2016
Q3 		$11.2M Sell
87,183
-9,297
-10% -$1.19M ﹤0.01% 1720
2016
Q2 		$12M Sell
96,480
-65,449
-40% -$8M ﹤0.01% 1730
2016
Q1 		$19.6M Sell
161,929
-219
-0.1% -$25.1K 0.01% 1351
2015
Q4 		$19.5M Sell
162,148
-14,008
-8% -$1.7M ﹤0.01% 1339
2015
Q3 		$20.1M Buy
176,156
+30,984
+21% +$3.75M 0.01% 1257
2015
Q2 		$18M Buy
145,172
+32,389
+29% +$4.08M ﹤0.01% 1475
2015
Q1 		$14M Buy
112,783
+23,249
+26% +$2.86M ﹤0.01% 1678
2014
Q4 		$10.9M Sell
89,534
-106,320
-54% -$12.7M ﹤0.01% 1884
2014
Q3 		$22.9M Buy
195,854
+14,309
+8% +$1.69M 0.01% 1363
2014
Q2 		$21.4M Buy
181,545
+665
+0.4% +$75.6K 0.01% 1304
2014
Q1 		$20.3M Buy
180,880
+6,327
+4% +$698K 0.01% 1303
2013
Q4 		$19.3M Sell
174,553
-110,759
-39% -$11.8M 0.01% 1343
2013
Q3 		$28.9M Sell
285,312
-22,023
-7% -$2.21M 0.01% 1102
2013
Q2 		$29.6M Buy
+307,335
New +$29.4M 0.01% 1016

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Russell 3000 ETF (IWV) stake by 0.9% in Q2 2026, buying an estimated $1.76M and bringing the position to 479,995 shares worth $203M. The position accounts for 0.01% of the portfolio, ranked #747.

JP Morgan Chase first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $259M in Q4 2023. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • JP Morgan Chase held 479,995 shares of iShares Russell 3000 ETF worth $203M as of Q2 2026.
  • JP Morgan Chase bought 4,282 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.76M.
  • iShares Russell 3000 ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #747 holding.
  • JP Morgan Chase first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares Russell 3000 ETF position peaked at $259M in Q4 2023.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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