JP Morgan Chase
PRFZ icon

JP Morgan Chase’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

JP Morgan Chase’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.52M Buy
154,161
+27,583
+22% +$1.4M ﹤0.01% 2956
2026
Q1 		$5.63M Buy
126,578
+10,866
+9% +$518K ﹤0.01% 3218
2025
Q4 		$5.31M Sell
115,712
-13,181
-10% -$602K ﹤0.01% 3254
2025
Q3 		$5.85M Buy
128,893
+80,199
+165% +$3.48M ﹤0.01% 3207
2025
Q2 		$1.98M Sell
48,694
-14,187
-23% -$541K ﹤0.01% 3928
2025
Q1 		$2.38M Buy
62,881
+1,174
+2% +$48.1K ﹤0.01% 3745
2024
Q4 		$2.57M Buy
61,707
+6,788
+12% +$291K ﹤0.01% 3955
2024
Q3 		$2.28M Buy
54,919
+10,302
+23% +$413K ﹤0.01% 3899
2024
Q2 		$1.7M Sell
44,617
-11,233
-20% -$428K ﹤0.01% 3920
2024
Q1 		$2.19M Buy
55,850
+15,020
+37% +$559K ﹤0.01% 3765
2023
Q4 		$1.53M Buy
40,830
+22,185
+119% +$744K ﹤0.01% 4028
2023
Q3 		$615K Sell
18,645
-205
-1% -$7.13K ﹤0.01% 4363
2023
Q2 		$648K Buy
18,850
+5,380
+40% +$175K ﹤0.01% 4335
2023
Q1 		$443K Buy
13,470
+1,475
+12% +$49.6K ﹤0.01% 4580
2022
Q4 		$380K Buy
11,995
+11,310
+1,651% +$362K ﹤0.01% 4688
2022
Q3 		$20K Sell
685
-140
-17% -$4.55K ﹤0.01% 5806
2022
Q2 		$25K Buy
+825
New +$27.5K ﹤0.01% 5847
2021
Q4 		– Sell
-185
Closed -$7K – 6892
2021
Q3 		$7K Buy
+185
New +$6.77K ﹤0.01% 6215
2020
Q1 		– Sell
-280
Closed -$8K – 5641
2019
Q4 		$8K Hold
280
– – ﹤0.01% 5421
2019
Q3 		$7K Sell
280
-985
-78% -$24.8K ﹤0.01% 5540
2019
Q2 		$32K Hold
1,265
– – ﹤0.01% 5336
2019
Q1 		$32K Sell
1,265
-165
-12% -$4.17K ﹤0.01% 5267
2018
Q4 		$33K Sell
1,430
-10,730
-88% -$273K ﹤0.01% 5210
2018
Q3 		$346K Buy
+12,160
New +$347K ﹤0.01% 4458
2017
Q3 		– Sell
-2,000
Closed -$47K – 5131
2017
Q2 		$47K Buy
+2,000
New +$46.8K ﹤0.01% 4364
2014
Q1 		– Sell
-37,475
Closed -$732K – 3861
2013
Q4 		$732K Buy
+37,475
New +$698K ﹤0.01% 3296

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 22% in Q2 2026, buying an estimated $1.4M and bringing the position to 154,161 shares worth $8.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

JP Morgan Chase first reported a position in PRFZ in Q4 2013 and has held it in 26 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • JP Morgan Chase held 154,161 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $8.52M as of Q2 2026.
  • JP Morgan Chase bought 27,583 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $1.4M.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2956 holding.
  • JP Morgan Chase first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2013 and has held it in 26 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

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