JP Morgan Chase
IYY icon

JP Morgan Chase’s iShares Dow Jones US ETF IYY Stock Holding History

JP Morgan Chase’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.88M Buy
25,189
+150
+0.6% +$24.8K ﹤0.01% 3556
2025
Q4 		$4.15M Buy
25,039
+786
+3% +$129K ﹤0.01% 3498
2025
Q3 		$3.94M Buy
24,253
+17,860
+279% +$2.79M ﹤0.01% 3568
2025
Q2 		$965K Buy
6,393
+745
+13% +$104K ﹤0.01% 4401
2025
Q1 		$769K Sell
5,648
-1,321
-19% -$190K ﹤0.01% 4514
2024
Q4 		$997K Sell
6,969
-5,556
-44% -$799K ﹤0.01% 4637
2024
Q3 		$1.75M Buy
12,525
+155
+1% +$20.8K ﹤0.01% 4102
2024
Q2 		$1.64M Buy
12,370
+1,988
+19% +$254K ﹤0.01% 3946
2024
Q1 		$1.33M Buy
10,382
+478
+5% +$58.2K ﹤0.01% 4140
2023
Q4 		$1.15M Buy
9,904
+6,095
+160% +$663K ﹤0.01% 4239
2023
Q3 		$398K Buy
3,809
+1,586
+71% +$172K ﹤0.01% 4617
2023
Q2 		$241K Sell
2,223
-54
-2% -$5.52K ﹤0.01% 4967
2023
Q1 		$228K Buy
2,277
+588
+35% +$57.5K ﹤0.01% 4985
2022
Q4 		$158K Sell
1,689
-200
-11% -$18.8K ﹤0.01% 5153
2022
Q3 		$166K Sell
1,889
-209
-10% -$20.4K ﹤0.01% 5041
2022
Q2 		$194K Sell
2,098
-157
-7% -$15.8K ﹤0.01% 5099
2022
Q1 		$251K Buy
2,255
+245
+12% +$26.9K ﹤0.01% 5073
2021
Q4 		$237K Sell
2,010
-1,888
-48% -$217K ﹤0.01% 5256
2021
Q3 		$420K Sell
3,898
-396
-9% -$43.9K ﹤0.01% 4830
2021
Q2 		$464K Buy
4,294
+1,488
+53% +$156K ﹤0.01% 4745
2021
Q1 		$280K Sell
2,806
-11,972
-81% -$1.17M ﹤0.01% 5005
2020
Q4 		$1.39M Sell
14,778
-254
-2% -$22.6K ﹤0.01% 3736
2020
Q3 		$1.24M Buy
15,032
+224
+2% +$18.4K ﹤0.01% 3524
2020
Q2 		$1.13M Buy
14,808
+12,736
+615% +$919K ﹤0.01% 3437
2020
Q1 		$131K Sell
2,072
-3,740
-64% -$282K ﹤0.01% 4438
2019
Q4 		$464K Buy
5,812
+170
+3% +$13K ﹤0.01% 4273
2019
Q3 		$416K Sell
5,642
-56
-1% -$4.12K ﹤0.01% 4252
2019
Q2 		$414K Sell
5,698
-144
-2% -$10.3K ﹤0.01% 4321
2019
Q1 		$413K Buy
5,842
+54
+0.9% +$3.67K ﹤0.01% 4295
2018
Q4 		$360K Sell
5,788
-524
-8% -$35.2K ﹤0.01% 4301
2018
Q3 		$459K Buy
6,312
+50
+0.8% +$3.57K ﹤0.01% 4323
2018
Q2 		$427K Buy
6,262
+202
+3% +$13.7K ﹤0.01% 4246
2018
Q1 		$400K Sell
6,060
-7,028
-54% -$480K ﹤0.01% 4110
2017
Q4 		$874K Sell
13,088
-116
-0.9% -$7.56K ﹤0.01% 3796
2017
Q3 		$829K Buy
13,204
+2,784
+27% +$172K ﹤0.01% 3608
2017
Q2 		$632K Buy
10,420
+592
+6% +$35.6K ﹤0.01% 3629
2017
Q1 		$581K Buy
9,828
+2,124
+28% +$124K ﹤0.01% 3643
2016
Q4 		$432K Sell
7,704
-392
-5% -$21.5K ﹤0.01% 3842
2016
Q3 		$439K Sell
8,096
-62
-0.8% -$3.35K ﹤0.01% 3445
2016
Q2 		$427K Buy
8,158
+24
+0.3% +$1.24K ﹤0.01% 3488
2016
Q1 		$417K Sell
8,134
-268
-3% -$13K ﹤0.01% 3402
2015
Q4 		$428K Sell
8,402
-130
-2% -$6.69K ﹤0.01% 3443
2015
Q3 		$411K Sell
8,532
-28
-0.3% -$1.43K ﹤0.01% 3493
2015
Q2 		$446K Sell
8,560
-130
-1% -$6.91K ﹤0.01% 3595
2015
Q1 		$456K Sell
8,690
-30
-0.3% -$1.56K ﹤0.01% 3571
2014
Q4 		$452K Sell
8,720
-8,208
-48% -$415K ﹤0.01% 3711
2014
Q3 		$839K Buy
16,928
+24
+0.1% +$1.2K ﹤0.01% 3428
2014
Q2 		$838K Sell
16,904
-382
-2% -$18.4K ﹤0.01% 2922
2014
Q1 		$820K Sell
17,286
-7,704
-31% -$359K ﹤0.01% 2932
2013
Q4 		$1.17M Sell
24,990
-34,878
-58% -$1.56M ﹤0.01% 3071
2013
Q3 		$2.55M Sell
59,868
-10,670
-15% -$452K ﹤0.01% 2645
2013
Q2 		$2.85M Buy
+70,538
New +$2.86M ﹤0.01% 2541

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JP Morgan Chase's IYY Position: Q1 2026 in Review

JP Morgan Chase increased its iShares Dow Jones US ETF (IYY) stake by 0.6% in Q1 2026, buying an estimated $24.8K and bringing the position to 25,189 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

JP Morgan Chase first reported a position in IYY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.15M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • JP Morgan Chase held 25,189 shares of iShares Dow Jones US ETF worth $3.88M as of Q1 2026.
  • JP Morgan Chase bought 150 iShares Dow Jones US ETF shares in Q1 2026, an estimated $24.8K.
  • iShares Dow Jones US ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3556 holding.
  • JP Morgan Chase first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's iShares Dow Jones US ETF position peaked at $4.15M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.