JP Morgan Chase
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JP Morgan Chase’s iShares US Financial Services ETF IYG Stock Holding History

JP Morgan Chase’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111M Sell
1,224,738
-168,858
-12% -$14.8M 0.01% 1017
2026
Q1 		$113M Buy
1,393,596
+361,875
+35% +$31.8M 0.01% 924
2025
Q4 		$95.2M Buy
1,031,721
+723,555
+235% +$64.6M 0.01% 965
2025
Q3 		$27.6M Buy
308,166
+9,337
+3% +$821K ﹤0.01% 1838
2025
Q2 		$25.6M Buy
298,829
+14,061
+5% +$1.12M ﹤0.01% 1775
2025
Q1 		$22.4M Buy
284,768
+18,095
+7% +$1.46M ﹤0.01% 1842
2024
Q4 		$20.7M Buy
266,673
+5,103
+2% +$394K ﹤0.01% 2009
2024
Q3 		$18.6M Buy
261,570
+5,590
+2% +$384K ﹤0.01% 2057
2024
Q2 		$16.7M Buy
255,980
+14,447
+6% +$938K ﹤0.01% 2005
2024
Q1 		$16M Buy
241,533
+9,162
+4% +$569K ﹤0.01% 2076
2023
Q4 		$13.9M Buy
232,371
+60,648
+35% +$3.27M ﹤0.01% 2159
2023
Q3 		$8.85M Buy
171,723
+18,141
+12% +$981K ﹤0.01% 2358
2023
Q2 		$8.09M Buy
153,582
+17,550
+13% +$889K ﹤0.01% 2470
2023
Q1 		$6.84M Buy
136,032
+12,738
+10% +$695K ﹤0.01% 2580
2022
Q4 		$6.47M Buy
123,294
+30,342
+33% +$1.59M ﹤0.01% 2616
2022
Q3 		$4.38M Sell
92,952
-14,568
-14% -$764K ﹤0.01% 2855
2022
Q2 		$5.31M Sell
107,520
-35,277
-25% -$1.91M ﹤0.01% 2744
2022
Q1 		$8.58M Buy
142,797
+16,062
+13% +$1.01M ﹤0.01% 2527
2021
Q4 		$8.16M Buy
126,735
+42,465
+50% +$2.77M ﹤0.01% 2632
2021
Q3 		$5.29M Buy
84,270
+1,608
+2% +$101K ﹤0.01% 2986
2021
Q2 		$5.1M Buy
82,662
+22,317
+37% +$1.36M ﹤0.01% 3033
2021
Q1 		$3.44M Buy
60,345
+6,762
+13% +$366K ﹤0.01% 3289
2020
Q4 		$2.68M Sell
53,583
-1,113
-2% -$50.2K ﹤0.01% 3273
2020
Q3 		$2.2M Buy
54,696
+5,562
+11% +$229K ﹤0.01% 3160
2020
Q2 		$1.96M Buy
49,134
+6,522
+15% +$251K ﹤0.01% 3116
2020
Q1 		$1.46M Sell
42,612
-10,398
-20% -$475K ﹤0.01% 3174
2019
Q4 		$2.68M Buy
53,010
+8,280
+19% +$398K ﹤0.01% 3162
2019
Q3 		$2.03M Buy
44,730
+16,287
+57% +$734K ﹤0.01% 3407
2019
Q2 		$1.25M Buy
28,443
+165
+0.6% +$7.23K ﹤0.01% 3703
2019
Q1 		$1.18M Sell
28,278
-1,200
-4% -$49.7K ﹤0.01% 3706
2018
Q4 		$1.1M Sell
29,478
-31,608
-52% -$1.3M ﹤0.01% 3684
2018
Q3 		$2.71M Buy
61,086
+13,050
+27% +$590K ﹤0.01% 3243
2018
Q2 		$2.08M Sell
48,036
-6,627
-12% -$294K ﹤0.01% 3392
2018
Q1 		$2.39M Buy
54,663
+18,825
+53% +$855K ﹤0.01% 3139
2017
Q4 		$1.56M Buy
35,838
+2,745
+8% +$114K ﹤0.01% 3464
2017
Q3 		$1.32M Buy
33,093
+27,048
+447% +$1.04M ﹤0.01% 3374
2017
Q2 		$228K Buy
6,045
+807
+15% +$29.3K ﹤0.01% 3951
2017
Q1 		$190K Buy
5,238
+1,545
+42% +$56.7K ﹤0.01% 4088
2016
Q4 		$131K Sell
3,693
-552
-13% -$18K ﹤0.01% 4319
2016
Q3 		$124K Buy
4,245
+1,305
+44% +$37.6K ﹤0.01% 3814
2016
Q2 		$79K Buy
2,940
+1,290
+78% +$36K ﹤0.01% 3921
2016
Q1 		$45K Buy
+1,650
New +$43.6K ﹤0.01% 3922
2014
Q4 		– Sell
-24,768
Closed -$711K – 4283
2014
Q3 		$711K Sell
24,768
-393
-2% -$11.2K ﹤0.01% 3518
2014
Q2 		$708K Sell
25,161
-591
-2% -$16.2K ﹤0.01% 2995
2014
Q1 		$729K Sell
25,752
-11,361
-31% -$315K ﹤0.01% 2995
2013
Q4 		$1.04M Sell
37,113
-34,656
-48% -$911K ﹤0.01% 3142
2013
Q3 		$1.77M Sell
71,769
-12,012
-14% -$301K ﹤0.01% 2887
2013
Q2 		$2M Buy
+83,781
New +$1.93M ﹤0.01% 2800

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares US Financial Services ETF (IYG) stake by 12% in Q2 2026, selling an estimated $14.8M and leaving 1,224,738 shares worth $111M. The position accounts for 0.01% of the portfolio, ranked #1017.

JP Morgan Chase first reported a position in IYG in Q2 2013 and has held it in 48 quarters since. The position peaked at $113M in Q1 2026. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • JP Morgan Chase held 1,224,738 shares of iShares US Financial Services ETF worth $111M as of Q2 2026.
  • JP Morgan Chase sold 168,858 iShares US Financial Services ETF shares in Q2 2026, an estimated $14.8M.
  • iShares US Financial Services ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1017 holding.
  • JP Morgan Chase first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 48 quarters since.
  • JP Morgan Chase's iShares US Financial Services ETF position peaked at $113M in Q1 2026.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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