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
9,597,360
-7,141,804
-43% -$374M 0.03% 432
2026
Q1 		$780M Sell
16,739,164
-1,065,100
-6% -$53.4M 0.05% 309
2025
Q4 		$884M Sell
17,804,264
-7,723,388
-30% -$379M 0.06% 283
2025
Q3 		$1.24B Sell
25,527,652
-2,521,704
-9% -$118M 0.07% 242
2025
Q2 		$1.28B Buy
28,049,356
+203,556
+0.7% +$8.78M 0.08% 226
2025
Q1 		$1.19B Buy
27,845,800
+1,523,616
+6% +$68.2M 0.09% 219
2024
Q4 		$1.17B Buy
26,322,184
+3,351,548
+15% +$152M 0.09% 219
2024
Q3 		$1.03B Sell
22,970,636
-117,008
-0.5% -$5.07M 0.08% 233
2024
Q2 		$986M Buy
23,087,644
+2,132,968
+10% +$87.6M 0.08% 235
2024
Q1 		$861M Buy
20,954,676
+1,705,240
+9% +$66.6M 0.07% 256
2023
Q4 		$708M Buy
19,249,436
+6,235,372
+48% +$216M 0.07% 277
2023
Q3 		$429M Sell
13,014,064
-1,198,472
-8% -$40.9M 0.05% 348
2023
Q2 		$479M Buy
14,212,536
+2,558,596
+22% +$81.4M 0.05% 329
2023
Q1 		$361M Buy
11,653,940
+8,343,776
+252% +$250M 0.04% 373
2022
Q4 		$94.3M Buy
3,310,164
+2,226,320
+205% +$63.1M 0.01% 796
2022
Q3 		$28.2M Sell
1,083,844
-353,456
-25% -$10.3M ﹤0.01% 1356
2022
Q2 		$40.1M Buy
1,437,300
+120,236
+9% +$3.67M 0.01% 1165
2022
Q1 		$44.3M Sell
1,317,064
-707,440
-35% -$23.5M 0.01% 1227
2021
Q4 		$73.7M Sell
2,024,504
-123,728
-6% -$4.37M 0.01% 1018
2021
Q3 		$70.7M Buy
2,148,232
+446,860
+26% +$15.4M 0.01% 1022
2021
Q2 		$56.5M Sell
1,701,372
-303,732
-15% -$9.7M 0.01% 1164
2021
Q1 		$61M Sell
2,005,104
-528,788
-21% -$15.6M 0.01% 1077
2020
Q4 		$73.6M Sell
2,533,892
-13,746,072
-84% -$378M 0.01% 906
2020
Q3 		$419M Buy
16,279,964
+161,156
+1% +$4.13M 0.07% 271
2020
Q2 		$387M Buy
16,118,808
+14,761,688
+1,088% +$339M 0.07% 262
2020
Q1 		$27.5M Buy
1,357,120
+251,756
+23% +$6.01M 0.01% 1074
2019
Q4 		$27.9M Buy
1,105,364
+709,784
+179% +$17.1M 0.01% 1329
2019
Q3 		$9.14M Buy
395,580
+264,472
+202% +$6.08M ﹤0.01% 2200
2019
Q2 		$2.98M Buy
131,108
+58,564
+81% +$1.32M ﹤0.01% 3090
2019
Q1 		$1.61M Buy
72,544
+62,924
+654% +$1.32M ﹤0.01% 3491
2018
Q4 		$184K Buy
9,620
+6,784
+239% +$141K ﹤0.01% 4625
2018
Q3 		$64K Sell
2,836
-60
-2% -$1.32K ﹤0.01% 5107
2018
Q2 		$60K Hold
2,896
– – ﹤0.01% 5009
2018
Q1 		$60K Sell
2,896
-880
-23% -$18.6K ﹤0.01% 4761
2017
Q4 		$78K Sell
3,776
-59,184
-94% -$1.19M ﹤0.01% 4753
2017
Q3 		$1.21M Buy
62,960
+236
+0.4% +$4.45K ﹤0.01% 3413
2017
Q2 		$1.17M Buy
62,724
+7,748
+14% +$143K ﹤0.01% 3346
2017
Q1 		$1M Buy
54,976
+1,492
+3% +$26.8K ﹤0.01% 3413
2016
Q4 		$924K Buy
53,484
+504
+1% +$8.54K ﹤0.01% 3482
2016
Q3 		$894K Buy
52,980
+2,208
+4% +$37.4K ﹤0.01% 3183
2016
Q2 		$838K Buy
50,772
+1,052
+2% +$17.3K ﹤0.01% 3243
2016
Q1 		$816K Buy
+49,720
New +$774K ﹤0.01% 3150

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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 9,597,360 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. 1,655 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • JP Morgan Chase held 9,597,360 shares of iShares MSCI USA Quality Factor ETF worth $521M as of Q2 2026.
  • JP Morgan Chase sold 7,141,804 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.
  • 1,655 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.