JP Morgan Chase
QUAL icon

JP Morgan Chase’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

JP Morgan Chase’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521M Sell
2,399,340
-1,785,451
-43% -$374M 0.03% 432
2026
Q1 		$780M Sell
4,184,791
-266,275
-6% -$53.4M 0.05% 309
2025
Q4 		$884M Sell
4,451,066
-1,930,847
-30% -$379M 0.06% 283
2025
Q3 		$1.24B Sell
6,381,913
-630,426
-9% -$118M 0.07% 242
2025
Q2 		$1.28B Buy
7,012,339
+50,889
+0.7% +$8.78M 0.08% 226
2025
Q1 		$1.19B Buy
6,961,450
+380,904
+6% +$68.2M 0.09% 219
2024
Q4 		$1.17B Buy
6,580,546
+837,887
+15% +$152M 0.09% 219
2024
Q3 		$1.03B Sell
5,742,659
-29,252
-0.5% -$5.07M 0.08% 233
2024
Q2 		$986M Buy
5,771,911
+533,242
+10% +$87.6M 0.08% 235
2024
Q1 		$861M Buy
5,238,669
+426,310
+9% +$66.6M 0.07% 256
2023
Q4 		$708M Buy
4,812,359
+1,558,843
+48% +$216M 0.07% 277
2023
Q3 		$429M Sell
3,253,516
-299,618
-8% -$40.9M 0.05% 348
2023
Q2 		$479M Buy
3,553,134
+639,649
+22% +$81.4M 0.05% 329
2023
Q1 		$361M Buy
2,913,485
+2,085,944
+252% +$250M 0.04% 373
2022
Q4 		$94.3M Buy
827,541
+556,580
+205% +$63.1M 0.01% 796
2022
Q3 		$28.2M Sell
270,961
-88,364
-25% -$10.3M ﹤0.01% 1356
2022
Q2 		$40.1M Buy
359,325
+30,059
+9% +$3.67M 0.01% 1165
2022
Q1 		$44.3M Sell
329,266
-176,860
-35% -$23.5M 0.01% 1227
2021
Q4 		$73.7M Sell
506,126
-30,932
-6% -$4.37M 0.01% 1018
2021
Q3 		$70.7M Buy
537,058
+111,715
+26% +$15.4M 0.01% 1022
2021
Q2 		$56.5M Sell
425,343
-75,933
-15% -$9.73M 0.01% 1162
2021
Q1 		$61M Sell
501,276
-132,197
-21% -$15.6M 0.01% 1077
2020
Q4 		$73.6M Sell
633,473
-3,436,518
-84% -$378M 0.01% 906
2020
Q3 		$419M Buy
4,069,991
+40,289
+1% +$4.13M 0.07% 271
2020
Q2 		$387M Buy
4,029,702
+3,690,422
+1,088% +$339M 0.07% 262
2020
Q1 		$27.5M Buy
339,280
+62,939
+23% +$6.01M 0.01% 1074
2019
Q4 		$27.9M Buy
276,341
+177,446
+179% +$17.1M 0.01% 1329
2019
Q3 		$9.14M Buy
98,895
+66,118
+202% +$6.08M ﹤0.01% 2200
2019
Q2 		$2.98M Buy
32,777
+14,641
+81% +$1.32M ﹤0.01% 3090
2019
Q1 		$1.61M Buy
18,136
+15,731
+654% +$1.32M ﹤0.01% 3491
2018
Q4 		$184K Buy
2,405
+1,696
+239% +$141K ﹤0.01% 4625
2018
Q3 		$64K Sell
709
-15
-2% -$1.32K ﹤0.01% 5107
2018
Q2 		$60K Hold
724
– – ﹤0.01% 5009
2018
Q1 		$60K Sell
724
-220
-23% -$18.6K ﹤0.01% 4761
2017
Q4 		$78K Sell
944
-14,796
-94% -$1.19M ﹤0.01% 4753
2017
Q3 		$1.21M Buy
15,740
+59
+0.4% +$4.45K ﹤0.01% 3413
2017
Q2 		$1.17M Buy
15,681
+1,937
+14% +$143K ﹤0.01% 3346
2017
Q1 		$1M Buy
13,744
+373
+3% +$26.8K ﹤0.01% 3413
2016
Q4 		$924K Buy
13,371
+126
+1% +$8.54K ﹤0.01% 3482
2016
Q3 		$894K Buy
13,245
+552
+4% +$37.4K ﹤0.01% 3183
2016
Q2 		$838K Buy
12,693
+263
+2% +$17.3K ﹤0.01% 3243
2016
Q1 		$816K Buy
+12,430
New +$774K ﹤0.01% 3150

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 43% in Q2 2026, selling an estimated $374M and leaving 2,399,340 shares worth $521M. The position accounts for 0.03% of the portfolio, ranked #432.

JP Morgan Chase first reported a position in QUAL in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.28B in Q2 2025. 1,358 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • JP Morgan Chase held 2,399,340 shares of iShares MSCI USA Quality Factor ETF worth $521M as of Q2 2026.
  • JP Morgan Chase sold 1,785,451 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $374M.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of JP Morgan Chase's portfolio in Q2 2026, its #432 holding.
  • JP Morgan Chase first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2016 and has held it in 42 quarters since.
  • JP Morgan Chase's iShares MSCI USA Quality Factor ETF position peaked at $1.28B in Q2 2025.
  • 1,358 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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