JP Morgan Chase
PIZ icon

JP Morgan Chase’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

JP Morgan Chase’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$842K Sell
17,753
-14,102
-44% -$731K ﹤0.01% 4711
2025
Q4 		$1.56M Buy
31,855
+585
+2% +$28.1K ﹤0.01% 4287
2025
Q3 		$1.49M Sell
31,270
-3,902
-11% -$181K ﹤0.01% 4296
2025
Q2 		$1.62M Buy
35,172
+35,025
+23,827% +$1.48M ﹤0.01% 4070
2025
Q1 		$5.63K Buy
147
+2
+1% +$77 ﹤0.01% 6417
2024
Q4 		$5.29K Buy
145
+109
+303% +$4.08K ﹤0.01% 6502
2024
Q3 		$1.39K Sell
36
-1
-3% -$36 ﹤0.01% 6685
2024
Q2 		$1.35K Sell
37
-106
-74% -$3.67K ﹤0.01% 6575
2024
Q1 		$4.96K Hold
143
– – ﹤0.01% 6456
2023
Q4 		$4.56K Buy
143
+37
+35% +$1.09K ﹤0.01% 6572
2023
Q3 		$3.04K Buy
+106
New +$3.22K ﹤0.01% 6464
2020
Q2 		– Sell
-2,098
Closed -$48K – 5616
2020
Q1 		$48K Sell
2,098
-1,917
-48% -$51.9K ﹤0.01% 4738
2019
Q4 		$116K Hold
4,015
– – ﹤0.01% 4848
2019
Q3 		$106K Buy
4,015
+454
+13% +$12.2K ﹤0.01% 4882
2019
Q2 		$96K Sell
3,561
-9,787
-73% -$259K ﹤0.01% 4951
2019
Q1 		$345K Buy
13,348
+16
+0.1% +$397 ﹤0.01% 4384
2018
Q4 		$307K Sell
13,332
-340
-2% -$8.29K ﹤0.01% 4382
2018
Q3 		$375K Buy
13,672
+691
+5% +$19.2K ﹤0.01% 4416
2018
Q2 		$356K Sell
12,981
-274
-2% -$7.7K ﹤0.01% 4319
2018
Q1 		$369K Sell
13,255
-296
-2% -$8.39K ﹤0.01% 4138
2017
Q4 		$374K Buy
13,551
+426
+3% +$11.7K ﹤0.01% 4195
2017
Q3 		$353K Buy
13,125
+633
+5% +$16.7K ﹤0.01% 3938
2017
Q2 		$321K Buy
12,492
+3,471
+38% +$86.4K ﹤0.01% 3870
2017
Q1 		$210K Sell
9,021
-65
-0.7% -$1.47K ﹤0.01% 4054
2016
Q4 		$194K Sell
9,086
-46,691
-84% -$1.02M ﹤0.01% 4197
2016
Q3 		$1.32M Sell
55,777
-900
-2% -$21K ﹤0.01% 3004
2016
Q2 		$1.29M Buy
56,677
+689
+1% +$15.9K ﹤0.01% 3050
2016
Q1 		$1.29M Sell
55,988
-16,501
-23% -$365K ﹤0.01% 2941
2015
Q4 		$1.73M Sell
72,489
-9,016
-11% -$212K ﹤0.01% 2830
2015
Q3 		$1.83M Buy
81,505
+1,929
+2% +$45.4K ﹤0.01% 2791
2015
Q2 		$1.9M Buy
79,576
+5,155
+7% +$131K ﹤0.01% 2939
2015
Q1 		$1.85M Sell
74,421
-38,642
-34% -$949K ﹤0.01% 2915
2014
Q4 		$2.72M Sell
113,063
-9,227
-8% -$223K ﹤0.01% 2773
2014
Q3 		$2.98M Buy
122,290
+7,046
+6% +$180K ﹤0.01% 2669
2014
Q2 		$3.04M Buy
115,244
+13,046
+13% +$346K ﹤0.01% 2326
2014
Q1 		$2.75M Sell
102,198
-26,790
-21% -$710K ﹤0.01% 2395
2013
Q4 		$3.42M Buy
128,988
+39,083
+43% +$996K ﹤0.01% 2405
2013
Q3 		$2.25M Buy
89,905
+43,709
+95% +$1.01M ﹤0.01% 2729
2013
Q2 		$975K Buy
+46,196
New +$1.01M ﹤0.01% 3275

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

JP Morgan Chase reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 44% in Q1 2026, selling an estimated $731K and leaving 17,753 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #4711.

JP Morgan Chase first reported a position in PIZ in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.42M in Q4 2013. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • JP Morgan Chase held 17,753 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $842K as of Q1 2026.
  • JP Morgan Chase sold 14,102 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $731K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4711 holding.
  • JP Morgan Chase first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and has held it in 39 quarters since.
  • JP Morgan Chase's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $3.42M in Q4 2013.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

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