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 Q2	$67K	Buy	1,265 +279	+28%	+$14K	﹤0.01%	6295
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 $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 28% in Q2 2026, buying an estimated $14K and bringing the position to 1,265 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #6295.

JP Morgan Chase first reported a position in OMFS in Q4 2021 and has held it in 8 quarters since. The position peaked at $179K in Q4 2021. 58 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

JP Morgan Chase held 1,265 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $67K as of Q2 2026.
JP Morgan Chase bought 279 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $14K.
Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6295 holding.
JP Morgan Chase first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Chase's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $179K in Q4 2021.
58 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

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