JP Morgan Chase
PWV icon

JP Morgan Chase’s Invesco Large Cap Value ETF PWV Stock Holding History

JP Morgan Chase’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.75M Buy
48,843
+2,380
+5% +$175K ﹤0.01% 3705
2026
Q1 		$3.19M Buy
46,463
+217
+0.5% +$15K ﹤0.01% 3724
2025
Q4 		$3.08M Sell
46,246
-4,606
-9% -$302K ﹤0.01% 3739
2025
Q3 		$3.32M Buy
50,852
+6,308
+14% +$399K ﹤0.01% 3700
2025
Q2 		$2.77M Buy
44,544
+14,799
+50% +$866K ﹤0.01% 3667
2025
Q1 		$1.77M Buy
29,745
+5,059
+20% +$300K ﹤0.01% 3965
2024
Q4 		$1.4M Buy
24,686
+15,991
+184% +$946K ﹤0.01% 4389
2024
Q3 		$507K Buy
8,695
+4,229
+95% +$241K ﹤0.01% 4879
2024
Q2 		$246K Buy
4,466
+4,267
+2,144% +$236K ﹤0.01% 5058
2024
Q1 		$11.3K Hold
199
– – ﹤0.01% 6331
2023
Q4 		$10.1K Hold
199
– – ﹤0.01% 6399
2023
Q3 		$9.31K Hold
199
– – ﹤0.01% 6275
2023
Q2 		$9.28K Hold
199
– – ﹤0.01% 6065
2023
Q1 		$9.04K Hold
199
– – ﹤0.01% 6131
2022
Q4 		$9K Buy
199
+23
+13% +$1.07K ﹤0.01% 6055
2022
Q3 		$7K Sell
176
-120
-41% -$5.41K ﹤0.01% 6039
2022
Q2 		$13K Buy
296
+120
+68% +$5.63K ﹤0.01% 5989
2022
Q1 		$9K Hold
176
– – ﹤0.01% 6230
2021
Q4 		$9K Buy
+176
New +$8.32K ﹤0.01% 6354
2020
Q1 		– Sell
-1,415
Closed -$59K – 5648
2019
Q4 		$59K Buy
1,415
+722
+104% +$28.8K ﹤0.01% 5070
2019
Q3 		$27K Buy
+693
New +$25.9K ﹤0.01% 5343
2019
Q2 		– Sell
-419
Closed -$15K – 5957
2019
Q1 		$15K Buy
+419
New +$14.8K ﹤0.01% 5463
2018
Q4 		– Sell
-6,367
Closed -$238K – 5887
2018
Q3 		$238K Buy
+6,367
New +$237K ﹤0.01% 4619
2016
Q4 		– Sell
-219
Closed -$7K – 5105
2016
Q3 		$7K Buy
+219
New +$6.89K ﹤0.01% 4336

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco Large Cap Value ETF (PWV) stake by 5.1% in Q2 2026, buying an estimated $175K and bringing the position to 48,843 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

JP Morgan Chase first reported a position in PWV in Q3 2016 and has held it in 24 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • JP Morgan Chase held 48,843 shares of Invesco Large Cap Value ETF worth $3.75M as of Q2 2026.
  • JP Morgan Chase bought 2,380 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $175K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3705 holding.
  • JP Morgan Chase first reported a position in Invesco Large Cap Value ETF in Q3 2016 and has held it in 24 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

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