JP Morgan Chase
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JP Morgan Chase’s iShares Russell Top 200 Value ETF IWX Stock Holding History

JP Morgan Chase’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.3M Buy
287,855
+1,166
+0.4% +$118K ﹤0.01% 1872
2026
Q1 		$26M Buy
286,689
+25,409
+10% +$2.42M ﹤0.01% 1861
2025
Q4 		$24M Buy
261,280
+343
+0.1% +$30.8K ﹤0.01% 1909
2025
Q3 		$22.9M Sell
260,937
-13,507
-5% -$1.16M ﹤0.01% 1984
2025
Q2 		$23.1M Buy
274,444
+21,382
+8% +$1.72M ﹤0.01% 1848
2025
Q1 		$20.8M Buy
253,062
+27,556
+12% +$2.27M ﹤0.01% 1904
2024
Q4 		$17.8M Buy
225,506
+32,924
+17% +$2.7M ﹤0.01% 2151
2024
Q3 		$15.7M Buy
192,582
+15,888
+9% +$1.24M ﹤0.01% 2207
2024
Q2 		$13.2M Sell
176,694
-21,189
-11% -$1.59M ﹤0.01% 2205
2024
Q1 		$15.1M Sell
197,883
-5,822
-3% -$421K ﹤0.01% 2128
2023
Q4 		$14.3M Buy
203,705
+146,227
+254% +$9.7M ﹤0.01% 2132
2023
Q3 		$3.76M Buy
57,478
+13,258
+30% +$900K ﹤0.01% 3048
2023
Q2 		$2.98M Sell
44,220
-1,496
-3% -$98.4K ﹤0.01% 3254
2023
Q1 		$2.98M Buy
45,716
+5,867
+15% +$385K ﹤0.01% 3240
2022
Q4 		$2.59M Buy
39,849
+24,592
+161% +$1.57M ﹤0.01% 3369
2022
Q3 		$880K Sell
15,257
-157
-1% -$9.98K ﹤0.01% 4093
2022
Q2 		$952K Sell
15,414
-746
-5% -$49.2K ﹤0.01% 4132
2022
Q1 		$1.13M Sell
16,160
-368
-2% -$25.4K ﹤0.01% 4177
2021
Q4 		$1.16M Sell
16,528
-280
-2% -$19.1K ﹤0.01% 4273
2021
Q3 		$1.1M Buy
16,808
+97
+0.6% +$6.52K ﹤0.01% 4239
2021
Q2 		$1.11M Sell
16,711
-531
-3% -$35.2K ﹤0.01% 4217
2021
Q1 		$1.1M Buy
+17,242
New +$1.05M ﹤0.01% 4156

Other funds holding IWX

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.41% in Q2 2026, buying an estimated $118K and bringing the position to 287,855 shares worth $30.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

JP Morgan Chase first reported a position in IWX in Q1 2021 and has held it in 22 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • JP Morgan Chase held 287,855 shares of iShares Russell Top 200 Value ETF worth $30.3M as of Q2 2026.
  • JP Morgan Chase bought 1,166 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $118K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1872 holding.
  • JP Morgan Chase first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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