JP Morgan Chase
IXG icon

JP Morgan Chase’s iShares Global Financials ETF IXG Stock Holding History

JP Morgan Chase’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Sell
12,506
-3,235
-21% -$393K ﹤0.01% 4378
2026
Q1 		$1.74M Buy
15,741
+13,613
+640% +$1.62M ﹤0.01% 4216
2025
Q4 		$257K Buy
2,128
+5
+0.2% +$582 ﹤0.01% 5395
2025
Q3 		$248K Buy
2,123
+1,957
+1,179% +$222K ﹤0.01% 5406
2025
Q2 		$18.4K Sell
166
-13
-7% -$1.36K ﹤0.01% 6194
2025
Q1 		$18.5K Buy
179
+175
+4,375% +$17.8K ﹤0.01% 6169
2024
Q4 		$446 Buy
4
+1
+33% +$97 ﹤0.01% 6815
2024
Q3 		$343 Sell
3
-309
-99% -$27.8K ﹤0.01% 6838
2024
Q2 		$43.1K Buy
312
+310
+15,500% +$26.5K ﹤0.01% 5913
2024
Q1 		$209 Hold
2
– – ﹤0.01% 6806
2023
Q4 		$190 Sell
2
-35
-95% -$2.56K ﹤0.01% 7055
2023
Q3 		$2.62K Buy
37
+34
+1,133% +$2.46K ﹤0.01% 6496
2023
Q2 		$204 Sell
3
-71
-96% -$4.99K ﹤0.01% 6630
2023
Q1 		$5.14K Sell
74
-36
-33% -$2.63K ﹤0.01% 6232
2022
Q4 		$8K Buy
110
+91
+479% +$6.22K ﹤0.01% 6079
2022
Q3 		$1K Sell
19
-6,555
-100% -$439K ﹤0.01% 6335
2022
Q2 		$432K Sell
6,574
-536
-8% -$38.7K ﹤0.01% 4656
2022
Q1 		$565K Sell
7,110
-1,927
-21% -$156K ﹤0.01% 4630
2021
Q4 		$724K Sell
9,037
-22,504
-71% -$1.82M ﹤0.01% 4604
2021
Q3 		$2.47M Buy
31,541
+21,757
+222% +$1.7M ﹤0.01% 3611
2021
Q2 		$759K Buy
9,784
+2,118
+28% +$165K ﹤0.01% 4461
2021
Q1 		$563K Buy
7,666
+7,453
+3,499% +$522K ﹤0.01% 4608
2020
Q4 		$13K Sell
213
-94
-31% -$5.59K ﹤0.01% 5360
2020
Q3 		$16K Sell
307
-79
-20% -$4.3K ﹤0.01% 5187
2020
Q2 		$20K Sell
386
-435,093
-100% -$21.9M ﹤0.01% 5041
2020
Q1 		$20.6M Buy
435,479
+434,979
+86,996% +$26.7M ﹤0.01% 1238
2019
Q4 		$34K Buy
500
+50
+11% +$3.32K ﹤0.01% 5228
2019
Q3 		$29K Sell
450
-50
-10% -$3.14K ﹤0.01% 5328
2019
Q2 		$32K Hold
500
– – ﹤0.01% 5335
2019
Q1 		$31K Buy
500
+16
+3% +$984 ﹤0.01% 5280
2018
Q4 		$28K Buy
+484
New +$29.8K ﹤0.01% 5255
2016
Q4 		– Sell
-69,252
Closed -$3.54M – 5060
2016
Q3 		$3.54M Buy
+69,252
New +$3.48M ﹤0.01% 2464

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Global Financials ETF (IXG) stake by 21% in Q2 2026, selling an estimated $393K and leaving 12,506 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #4378.

JP Morgan Chase first reported a position in IXG in Q3 2016 and has held it in 32 quarters since. The position peaked at $20.6M in Q1 2020. 127 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • JP Morgan Chase held 12,506 shares of iShares Global Financials ETF worth $1.56M as of Q2 2026.
  • JP Morgan Chase sold 3,235 iShares Global Financials ETF shares in Q2 2026, an estimated $393K.
  • iShares Global Financials ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4378 holding.
  • JP Morgan Chase first reported a position in iShares Global Financials ETF in Q3 2016 and has held it in 32 quarters since.
  • JP Morgan Chase's iShares Global Financials ETF position peaked at $20.6M in Q1 2020.
  • 127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

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