JP Morgan Chase
RFG icon

JP Morgan Chase’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

JP Morgan Chase’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.7K Hold
500
– – ﹤0.01% 6595
2026
Q1 		$26.4K Sell
500
-150
-23% -$8.42K ﹤0.01% 6447
2025
Q4 		$34.1K Buy
650
+122
+23% +$6.32K ﹤0.01% 6366
2025
Q3 		$26.9K Hold
528
– – ﹤0.01% 6410
2025
Q2 		$25.7K Sell
528
-864
-62% -$39.6K ﹤0.01% 6116
2025
Q1 		$61K Buy
1,392
+534
+62% +$25.5K ﹤0.01% 5793
2024
Q4 		$41.5K Buy
858
+358
+72% +$18K ﹤0.01% 6083
2024
Q3 		$24.6K Hold
500
– – ﹤0.01% 6193
2024
Q2 		$24.4K Buy
+500
New +$24.4K ﹤0.01% 6085
2023
Q4 		– Sell
-630
Closed -$24.7K – 7818
2023
Q3 		$24.7K Buy
+630
New +$25.2K ﹤0.01% 6013
2023
Q1 		– Sell
-865
Closed -$31K – 7141
2022
Q4 		$31K Buy
+865
New +$31.7K ﹤0.01% 5760
2019
Q4 		– Sell
-210
Closed -$6K – 5850
2019
Q3 		$6K Hold
210
– – ﹤0.01% 5552
2019
Q2 		$6K Buy
+210
New +$6.23K ﹤0.01% 5620
2018
Q3 		– Sell
-1,250
Closed -$40K – 5791
2018
Q2 		$40K Buy
+1,250
New +$40.2K ﹤0.01% 5151
2016
Q3 		– Sell
-9,895
Closed -$241K – 4753
2016
Q2 		$241K Sell
9,895
-3,060
-24% -$74.4K ﹤0.01% 3662
2016
Q1 		$314K Buy
12,955
+410
+3% +$9.43K ﹤0.01% 3494
2015
Q4 		$311K Sell
12,545
-2,270
-15% -$57.8K ﹤0.01% 3541
2015
Q3 		$366K Buy
14,815
+345
+2% +$9.1K ﹤0.01% 3529
2015
Q2 		$383K Buy
14,470
+835
+6% +$22.2K ﹤0.01% 3647
2015
Q1 		$362K Buy
13,635
+1,395
+11% +$35.3K ﹤0.01% 3647
2014
Q4 		$298K Buy
12,240
+130
+1% +$3.14K ﹤0.01% 3874
2014
Q3 		$296K Buy
12,110
+165
+1% +$4.1K ﹤0.01% 3863
2014
Q2 		$299K Sell
11,945
-22,515
-65% -$542K ﹤0.01% 3273
2014
Q1 		$851K Buy
34,460
+23,020
+201% +$561K ﹤0.01% 2915
2013
Q4 		$282K Buy
11,440
+1,645
+17% +$38.4K ﹤0.01% 3703
2013
Q3 		$218K Buy
+9,795
New +$211K ﹤0.01% 4012

Other funds holding RFG

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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Chase held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q2 2026 at 500 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6595.

JP Morgan Chase first reported a position in RFG in Q3 2013 and has held it in 26 quarters since. The position peaked at $851K in Q1 2014. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

  • JP Morgan Chase held 500 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $31.7K as of Q2 2026.
  • JP Morgan Chase left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6595 holding.
  • JP Morgan Chase first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2013 and has held it in 26 quarters since.
  • JP Morgan Chase's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $851K in Q1 2014.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

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