JP Morgan Chase’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

JP Morgan Chase’s Portfolio OMFS Stock Details OMFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.4K	Buy	986 +322	+48%	+$15K	﹤0.01%	6253
2025 Q4	$29.5K	Buy	664 +574	+638%	+$25.3K	﹤0.01%	6414
2025 Q3	$3.96K	Buy	+90	New	+$3.79K	﹤0.01%	6810
2023 Q4	–	Sell	-1	Closed	-$34	–	7771
2023 Q3	$34	Hold	1	–	–	﹤0.01%	7069
2023 Q2	$36	Sell	1 -1,159	-100%	-$40.3K	﹤0.01%	6763
2023 Q1	$41K	Buy	+1,160	New	+$42K	﹤0.01%	5777
2022 Q1	–	Sell	-4,250	Closed	-$179K	–	6888
2021 Q4	$179K	Buy	+4,250	New	+$179K	﹤0.01%	5419

Other funds holding OMFS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 48% in Q1 2026, buying an estimated $15K and bringing the position to 986 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6253.

JP Morgan Chase first reported a position in OMFS in Q4 2021 and has held it in 7 quarters since. The position peaked at $179K in Q4 2021. 55 funds tracked by Wall St. Rank hold OMFS as of Q1 2026.

JP Morgan Chase held 986 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $43.4K as of Q1 2026.
JP Morgan Chase bought 322 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $15K.
Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6253 holding.
JP Morgan Chase first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2021 and has held it in 7 quarters since.
JP Morgan Chase's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $179K in Q4 2021.
55 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2026.

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