JP Morgan Chase
RFV icon

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

JP Morgan Chase’s Portfolio RFV Stock Details RFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7K Hold
151
– – ﹤0.01% 6711
2026
Q1 		$19.3K Buy
151
+121
+403% +$16.1K ﹤0.01% 6557
2025
Q4 		$3.92K Buy
+30
New +$3.83K ﹤0.01% 6843
2023
Q1 		– Sell
-44
Closed -$4K – 7143
2022
Q4 		$4K Buy
+44
New +$4K ﹤0.01% 6214
2022
Q3 		– Sell
-9
Closed -$1K – 6794
2022
Q2 		$1K Hold
9
– – ﹤0.01% 6374
2022
Q1 		$1K Hold
9
– – ﹤0.01% 6496
2021
Q4 		$1K Buy
+9
New +$857 ﹤0.01% 6567
2021
Q3 		– Sell
-500
Closed -$46K – 6733
2021
Q2 		$46K Buy
+500
New +$47.2K ﹤0.01% 5757
2019
Q4 		– Sell
-95
Closed -$6K – 5851
2019
Q3 		$6K Sell
95
-2,401
-96% -$151K ﹤0.01% 5553
2019
Q2 		$164K Buy
2,496
+95
+4% +$6.3K ﹤0.01% 4743
2019
Q1 		$159K Sell
2,401
-220
-8% -$14.4K ﹤0.01% 4723
2018
Q4 		$147K Sell
2,621
-7
-0.3% -$454 ﹤0.01% 4700
2018
Q3 		$188K Buy
2,628
+386
+17% +$27.7K ﹤0.01% 4712
2018
Q2 		$158K Sell
2,242
-35
-2% -$2.41K ﹤0.01% 4666
2018
Q1 		$150K Buy
2,277
+26
+1% +$1.79K ﹤0.01% 4466
2017
Q4 		$157K Buy
2,251
+334
+17% +$22.3K ﹤0.01% 4509
2017
Q3 		$124K Sell
1,917
-2
-0.1% -$126 ﹤0.01% 4243
2017
Q2 		$121K Sell
1,919
-2
-0.1% -$124 ﹤0.01% 4114
2017
Q1 		$120K Buy
1,921
+323
+20% +$20.3K ﹤0.01% 4252
2016
Q4 		$99K Sell
1,598
-228
-12% -$13.3K ﹤0.01% 4404
2016
Q3 		$101K Sell
1,826
-40
-2% -$2.18K ﹤0.01% 3865
2016
Q2 		$96K Buy
+1,866
New +$95.9K ﹤0.01% 3887
2014
Q2 		– Sell
-17,560
Closed -$902K – 3612
2014
Q1 		$902K Buy
17,560
+13,198
+303% +$661K ﹤0.01% 2891
2013
Q4 		$221K Buy
+4,362
New +$213K ﹤0.01% 3792

Other funds holding RFV

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

JP Morgan Chase held its Invesco S&P MidCap 400 Pure Value ETF (RFV) position steady in Q2 2026 at 151 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6711.

JP Morgan Chase first reported a position in RFV in Q4 2013 and has held it in 24 quarters since. The position peaked at $902K in Q1 2014. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

  • JP Morgan Chase held 151 shares of Invesco S&P MidCap 400 Pure Value ETF worth $21.7K as of Q2 2026.
  • JP Morgan Chase left its Invesco S&P MidCap 400 Pure Value ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6711 holding.
  • JP Morgan Chase first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2013 and has held it in 24 quarters since.
  • JP Morgan Chase's Invesco S&P MidCap 400 Pure Value ETF position peaked at $902K in Q1 2014.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

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