JP Morgan Chase
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JP Morgan Chase’s iShares US Equity Factor ETF LRGF Stock Holding History

JP Morgan Chase’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.6M Sell
673,406
-16,138
-2% -$1.18M ﹤0.01% 1467
2026
Q1 		$44.2M Sell
689,544
-356,404
-34% -$24.5M ﹤0.01% 1477
2025
Q4 		$72.6M Sell
1,045,948
-28,556
-3% -$1.98M ﹤0.01% 1118
2025
Q3 		$74.2M Sell
1,074,504
-56,913
-5% -$3.78M ﹤0.01% 1152
2025
Q2 		$72.6M Sell
1,131,417
-109,646
-9% -$6.5M ﹤0.01% 1108
2025
Q1 		$71.8M Sell
1,241,063
-273,071
-18% -$16.6M 0.01% 1100
2024
Q4 		$91.4M Buy
1,514,134
+851,586
+129% +$51.7M 0.01% 985
2024
Q3 		$38.9M Buy
662,548
+28,119
+4% +$1.59M ﹤0.01% 1492
2024
Q2 		$35.3M Sell
634,429
-2,133
-0.3% -$115K ﹤0.01% 1446
2024
Q1 		$34.3M Buy
636,562
+37,959
+6% +$1.93M ﹤0.01% 1513
2023
Q4 		$28.9M Buy
598,603
+102,052
+21% +$4.6M ﹤0.01% 1556
2023
Q3 		$21.5M Sell
496,551
-7,425
-1% -$333K ﹤0.01% 1621
2023
Q2 		$22.5M Sell
503,976
-2,363
-0.5% -$99.6K ﹤0.01% 1622
2023
Q1 		$21M Buy
506,339
+421,130
+494% +$17.1M ﹤0.01% 1627
2022
Q4 		$3.32M Buy
+85,209
New +$3.33M ﹤0.01% 3159
2021
Q1 		– Sell
-300
Closed -$11K – 6218
2020
Q4 		$11K Hold
300
– – ﹤0.01% 5375
2020
Q3 		$10K Hold
300
– – ﹤0.01% 5254
2020
Q2 		$9K Sell
300
-1,155
-79% -$34.3K ﹤0.01% 5142
2020
Q1 		$38K Sell
1,455
-17,229
-92% -$555K ﹤0.01% 4801
2019
Q4 		$644K Buy
18,684
+248
+1% +$8.23K ﹤0.01% 4111
2019
Q3 		$588K Sell
18,436
-704
-4% -$22.4K ﹤0.01% 4101
2019
Q2 		$602K Buy
19,140
+906
+5% +$28.3K ﹤0.01% 4149
2019
Q1 		$566K Sell
18,234
-616
-3% -$18.6K ﹤0.01% 4137
2018
Q4 		$525K Sell
18,850
-54,114
-74% -$1.66M ﹤0.01% 4107
2018
Q3 		$2.45M Sell
72,964
-1,188
-2% -$39.6K ﹤0.01% 3314
2018
Q2 		$2.37M Buy
74,152
+1,834
+3% +$59.2K ﹤0.01% 3293
2018
Q1 		$2.28M Buy
72,318
+2,108
+3% +$68.1K ﹤0.01% 3180
2017
Q4 		$2.23M Buy
70,210
+2,582
+4% +$80.6K ﹤0.01% 3257
2017
Q3 		$2.02M Buy
67,628
+819
+1% +$23.9K ﹤0.01% 3147
2017
Q2 		$1.92M Buy
66,809
+2,098
+3% +$59.5K ﹤0.01% 3067
2017
Q1 		$1.81M Buy
64,711
+3,001
+5% +$83.1K ﹤0.01% 3103
2016
Q4 		$1.65M Buy
61,710
+57,021
+1,216% +$1.47M ﹤0.01% 3191
2016
Q3 		$118K Sell
4,689
-515
-10% -$12.9K ﹤0.01% 3824
2016
Q2 		$126K Buy
+5,204
New +$126K ﹤0.01% 3829

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares US Equity Factor ETF (LRGF) stake by 2.3% in Q2 2026, selling an estimated $1.18M and leaving 673,406 shares worth $50.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

JP Morgan Chase first reported a position in LRGF in Q2 2016 and has held it in 34 quarters since. The position peaked at $91.4M in Q4 2024. 253 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • JP Morgan Chase held 673,406 shares of iShares US Equity Factor ETF worth $50.6M as of Q2 2026.
  • JP Morgan Chase sold 16,138 iShares US Equity Factor ETF shares in Q2 2026, an estimated $1.18M.
  • iShares US Equity Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1467 holding.
  • JP Morgan Chase first reported a position in iShares US Equity Factor ETF in Q2 2016 and has held it in 34 quarters since.
  • JP Morgan Chase's iShares US Equity Factor ETF position peaked at $91.4M in Q4 2024.
  • 253 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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