JP Morgan Chase
IYE icon

JP Morgan Chase’s iShares US Energy ETF IYE Stock Holding History

JP Morgan Chase’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.91M Sell
86,261
-93,145
-52% -$5.65M ﹤0.01% 3470
2026
Q1 		$11.8M Buy
179,406
+103,416
+136% +$5.86M ﹤0.01% 2529
2025
Q4 		$3.61M Sell
75,990
-3,161
-4% -$150K ﹤0.01% 3606
2025
Q3 		$3.76M Sell
79,151
-162,939
-67% -$7.59M ﹤0.01% 3605
2025
Q2 		$10.9M Buy
242,090
+39,042
+19% +$1.73M ﹤0.01% 2471
2025
Q1 		$10M Sell
203,048
-251,674
-55% -$12M ﹤0.01% 2542
2024
Q4 		$20.7M Buy
454,722
+181,269
+66% +$8.69M ﹤0.01% 2011
2024
Q3 		$12.7M Buy
273,453
+15,059
+6% +$709K ﹤0.01% 2403
2024
Q2 		$12.4M Sell
258,394
-29,654
-10% -$1.45M ﹤0.01% 2268
2024
Q1 		$14.2M Sell
288,048
-223,094
-44% -$10M ﹤0.01% 2173
2023
Q4 		$22.6M Buy
511,142
+399,919
+360% +$18M ﹤0.01% 1748
2023
Q3 		$5.28M Sell
111,223
-22,726
-17% -$1.05M ﹤0.01% 2803
2023
Q2 		$5.74M Buy
133,949
+13,361
+11% +$572K ﹤0.01% 2758
2023
Q1 		$5.28M Sell
120,588
-220,509
-65% -$9.98M ﹤0.01% 2770
2022
Q4 		$15.9M Buy
341,097
+334,912
+5,415% +$15.7M ﹤0.01% 1849
2022
Q3 		$243K Sell
6,185
-14,249
-70% -$585K ﹤0.01% 4861
2022
Q2 		$780K Sell
20,434
-18,799
-48% -$798K ﹤0.01% 4266
2022
Q1 		$1.6M Sell
39,233
-2,971
-7% -$109K ﹤0.01% 3928
2021
Q4 		$1.27M Buy
42,204
+33,963
+412% +$1.05M ﹤0.01% 4219
2021
Q3 		$233K Sell
8,241
-84,025
-91% -$2.26M ﹤0.01% 5155
2021
Q2 		$2.68M Buy
92,266
+88,004
+2,065% +$2.45M ﹤0.01% 3575
2021
Q1 		$112K Sell
4,262
-2,615
-38% -$64.3K ﹤0.01% 5344
2020
Q4 		$140K Sell
6,877
-43,200
-86% -$793K ﹤0.01% 4914
2020
Q3 		$802K Sell
50,077
-3,727
-7% -$70.4K ﹤0.01% 3758
2020
Q2 		$1.08M Buy
53,804
+47,375
+737% +$928K ﹤0.01% 3468
2020
Q1 		$98K Sell
6,429
-49,321
-88% -$1.24M ﹤0.01% 4516
2019
Q4 		$1.79M Sell
55,750
-80,962
-59% -$2.56M ﹤0.01% 3456
2019
Q3 		$4.34M Sell
136,712
-25,112
-16% -$816K ﹤0.01% 2817
2019
Q2 		$5.5M Sell
161,824
-14,219
-8% -$494K ﹤0.01% 2557
2019
Q1 		$6.34M Buy
176,043
+119,974
+214% +$4.2M ﹤0.01% 2401
2018
Q4 		$1.75M Sell
56,069
-49,120
-47% -$1.81M ﹤0.01% 3377
2018
Q3 		$4.41M Sell
105,189
-1,464
-1% -$60.6K ﹤0.01% 2838
2018
Q2 		$4.47M Buy
106,653
+79,730
+296% +$3.26M ﹤0.01% 2780
2018
Q1 		$995K Sell
26,923
-168
-0.6% -$6.51K ﹤0.01% 3676
2017
Q4 		$1.07M Sell
27,091
-130
-0.5% -$4.9K ﹤0.01% 3691
2017
Q3 		$1.02M Sell
27,221
-21
-0.1% -$747 ﹤0.01% 3508
2017
Q2 		$967K Sell
27,242
-11,413
-30% -$421K ﹤0.01% 3442
2017
Q1 		$1.49M Sell
38,655
-1,661
-4% -$66.1K ﹤0.01% 3203
2016
Q4 		$1.68M Buy
40,316
+24,050
+148% +$959K ﹤0.01% 3178
2016
Q3 		$634K Sell
16,266
-400
-2% -$15.2K ﹤0.01% 3319
2016
Q2 		$639K Sell
16,666
-5,461
-25% -$202K ﹤0.01% 3342
2016
Q1 		$770K Buy
22,127
+6,941
+46% +$226K ﹤0.01% 3171
2015
Q4 		$514K Sell
15,186
-13,886
-48% -$513K ﹤0.01% 3381
2015
Q3 		$997K Buy
29,072
+58
+0.2% +$2.19K ﹤0.01% 3102
2015
Q2 		$1.23M Sell
29,014
-2,124
-7% -$95.2K ﹤0.01% 3178
2015
Q1 		$1.36M Sell
31,138
-28,425
-48% -$1.25M ﹤0.01% 3058
2014
Q4 		$2.67M Sell
59,563
-17,446
-23% -$823K ﹤0.01% 2788
2014
Q3 		$3.97M Buy
77,009
+1,408
+2% +$77.5K ﹤0.01% 2514
2014
Q2 		$4.29M Sell
75,601
-25,152
-25% -$1.36M ﹤0.01% 2142
2014
Q1 		$5.14M Sell
100,753
-14,224
-12% -$699K ﹤0.01% 2068
2013
Q4 		$5.8M Sell
114,977
-6,615
-5% -$324K ﹤0.01% 2075
2013
Q3 		$5.73M Sell
121,592
-46,781
-28% -$2.19M ﹤0.01% 2100
2013
Q2 		$7.5M Buy
+168,373
New +$7.6M ﹤0.01% 1859

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares US Energy ETF (IYE) stake by 52% in Q2 2026, selling an estimated $5.65M and leaving 86,261 shares worth $4.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

JP Morgan Chase first reported a position in IYE in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.6M in Q4 2023. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • JP Morgan Chase held 86,261 shares of iShares US Energy ETF worth $4.91M as of Q2 2026.
  • JP Morgan Chase sold 93,145 iShares US Energy ETF shares in Q2 2026, an estimated $5.65M.
  • iShares US Energy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3470 holding.
  • JP Morgan Chase first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares US Energy ETF position peaked at $22.6M in Q4 2023.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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