JP Morgan Chase’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $485K | Hold |
22,537
| – | – | ﹤0.01% | 5056 |
|
|
2025
Q4 | $483K | Hold |
22,537
| – | – | ﹤0.01% | 5077 |
|
|
2025
Q3 | $480K | Sell |
22,537
-234
| -1% | -$4.88K | ﹤0.01% | 5059 |
|
|
2025
Q2 | $473K | Sell |
22,771
-167
| -0.7% | -$3.38K | ﹤0.01% | 4812 |
|
|
2025
Q1 | $461K | Sell |
22,938
-676
| -3% | -$13.5K | ﹤0.01% | 4833 |
|
|
2024
Q4 | $460K | Sell |
23,614
-680
| -3% | -$13.7K | ﹤0.01% | 5086 |
|
|
2024
Q3 | $502K | Sell |
24,294
-331
| -1% | -$6.7K | ﹤0.01% | 4885 |
|
|
2024
Q2 | $489K | Sell |
24,625
-444
| -2% | -$8.8K | ﹤0.01% | 4706 |
|
|
2024
Q1 | $500K | Sell |
25,069
-82
| -0.3% | -$1.62K | ﹤0.01% | 4799 |
|
|
2023
Q4 | $506K | Sell |
25,151
-286
| -1% | -$5.48K | ﹤0.01% | 4786 |
|
|
2023
Q3 | $484K | Buy |
25,437
+25,247
| +13,288% | +$487K | ﹤0.01% | 4500 |
|
|
2023
Q2 | $3.71K | Hold |
190
| – | – | ﹤0.01% | 6232 |
|
|
2023
Q1 | $4K | Buy |
190
+58
| +44% | +$1.13K | ﹤0.01% | 6288 |
|
|
2022
Q4 | $3K | Sell |
132
-2,433
| -95% | -$46K | ﹤0.01% | 6248 |
|
|
2022
Q3 | $47K | Hold |
2,565
| – | – | ﹤0.01% | 5565 |
|
|
2022
Q2 | $51K | Hold |
2,565
| – | – | ﹤0.01% | 5648 |
|
|
2022
Q1 | $57K | Hold |
2,565
| – | – | ﹤0.01% | 5750 |
|
|
2021
Q4 | $62K | Buy |
2,565
+264
| +11% | +$6.33K | ﹤0.01% | 5866 |
|
|
2021
Q3 | $55K | Buy |
2,301
+110
| +5% | +$2.67K | ﹤0.01% | 5811 |
|
|
2021
Q2 | $53K | Hold |
2,191
| – | – | ﹤0.01% | 5721 |
|
|
2021
Q1 | $51K | Hold |
2,191
| – | – | ﹤0.01% | 5527 |
|
|
2020
Q4 | $53K | Sell |
2,191
-6,054
| -73% | -$140K | ﹤0.01% | 5140 |
|
|
2020
Q3 | $186K | Buy |
8,245
+2,225
| +37% | +$50.6K | ﹤0.01% | 4393 |
|
|
2020
Q2 | $134K | Buy |
6,020
+3,928
| +188% | +$83.7K | ﹤0.01% | 4451 |
|
|
2020
Q1 | $42K | Buy |
+2,092
| New | +$50.6K | ﹤0.01% | 4777 |
|
|
2018
Q4 | – | Sell |
-275
| Closed | -$7K | – | 5800 |
|
|
2018
Q3 | $7K | Hold |
275
| – | – | ﹤0.01% | 5534 |
|
|
2018
Q2 | $7K | Sell |
275
-765
| -74% | -$18.9K | ﹤0.01% | 5405 |
|
|
2018
Q1 | $26K | Hold |
1,040
| – | – | ﹤0.01% | 5012 |
|
|
2017
Q4 | $27K | Hold |
1,040
| – | – | ﹤0.01% | 5090 |
|
|
2017
Q3 | $27K | Buy |
1,040
+840
| +420% | +$21.5K | ﹤0.01% | 4587 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 4759 |
|
|
2017
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 4890 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 4868 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 4367 |
|
|
2016
Q2 | $5K | Buy |
+200
| New | +$4.86K | ﹤0.01% | 4451 |
|
Other funds holding IYLD
KAS
SOS
PWM
KA
TWP
JP Morgan Chase's IYLD Position: Q1 2026 in Review
JP Morgan Chase held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q1 2026 at 22,537 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #5056.
JP Morgan Chase first reported a position in IYLD in Q2 2016 and has held it in 35 quarters since. The position peaked at $506K in Q4 2023. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.
- JP Morgan Chase held 22,537 shares of iShares Morningstar Multi-Asset Income ETF worth $485K as of Q1 2026.
- JP Morgan Chase left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q1 2026.
- iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5056 holding.
- JP Morgan Chase first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2016 and has held it in 35 quarters since.
- JP Morgan Chase's iShares Morningstar Multi-Asset Income ETF position peaked at $506K in Q4 2023.
- 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.