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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return