JP Morgan Chase
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JP Morgan Chase’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

JP Morgan Chase’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
11,513
+1,474
+15% +$195K ﹤0.01% 4337
2025
Q4 		$1.27M Sell
10,039
-264
-3% -$33.1K ﹤0.01% 4434
2025
Q3 		$1.29M Sell
10,303
-328
-3% -$40.4K ﹤0.01% 4400
2025
Q2 		$1.24M Buy
10,631
+1,327
+14% +$145K ﹤0.01% 4240
2025
Q1 		$1M Sell
9,304
-191
-2% -$22.2K ﹤0.01% 4344
2024
Q4 		$1.1M Buy
9,495
+5,574
+142% +$666K ﹤0.01% 4564
2024
Q3 		$456K Buy
3,921
+3,140
+402% +$353K ﹤0.01% 4954
2024
Q2 		$85.7K Sell
781
-3,056
-80% -$340K ﹤0.01% 5605
2024
Q1 		$442K Buy
3,837
+269
+8% +$28.6K ﹤0.01% 4875
2023
Q4 		$375K Buy
3,568
+2,953
+480% +$281K ﹤0.01% 4976
2023
Q3 		$57.7K Hold
615
– – ﹤0.01% 5747
2023
Q2 		$59.1K Hold
615
– – ﹤0.01% 5675
2023
Q1 		$56K Hold
615
– – ﹤0.01% 5663
2022
Q4 		$53K Hold
615
– – ﹤0.01% 5605
2022
Q3 		$46K Sell
615
-78
-11% -$6.5K ﹤0.01% 5578
2022
Q2 		$54K Buy
693
+78
+13% +$6.72K ﹤0.01% 5634
2022
Q1 		$57K Hold
615
– – ﹤0.01% 5753
2021
Q4 		$58K Hold
615
– – ﹤0.01% 5891
2021
Q3 		$54K Hold
615
– – ﹤0.01% 5817
2021
Q2 		$54K Sell
615
-40
-6% -$3.58K ﹤0.01% 5714
2021
Q1 		$56K Buy
655
+103
+19% +$8.15K ﹤0.01% 5511
2020
Q4 		$39K Hold
552
– – ﹤0.01% 5208
2020
Q3 		$30K Hold
552
– – ﹤0.01% 5075
2020
Q2 		$28K Hold
552
– – ﹤0.01% 4976
2020
Q1 		$23K Sell
552
-463
-46% -$26.2K ﹤0.01% 4917
2019
Q4 		$66K Sell
1,015
-3,460
-77% -$215K ﹤0.01% 5038
2019
Q3 		$266K Buy
4,475
+3,500
+359% +$205K ﹤0.01% 4491
2019
Q2 		$59K Sell
975
-9,369
-91% -$561K ﹤0.01% 5108
2019
Q1 		$613K Buy
10,344
+235
+2% +$13.6K ﹤0.01% 4098
2018
Q4 		$518K Buy
10,109
+1,703
+20% +$97.1K ﹤0.01% 4113
2018
Q3 		$528K Sell
8,406
-375
-4% -$23.7K ﹤0.01% 4250
2018
Q2 		$536K Buy
8,781
+154
+2% +$9.32K ﹤0.01% 4138
2018
Q1 		$508K Sell
8,627
-1,443
-14% -$87.6K ﹤0.01% 4001
2017
Q4 		$611K Sell
10,070
-64
-0.6% -$3.76K ﹤0.01% 3984
2017
Q3 		$584K Sell
10,134
-2,026
-17% -$113K ﹤0.01% 3774
2017
Q2 		$685K Buy
12,160
+2,788
+30% +$154K ﹤0.01% 3599
2017
Q1 		$521K Buy
9,372
+1,402
+18% +$77.7K ﹤0.01% 3691
2016
Q4 		$431K Buy
7,970
+692
+10% +$35.9K ﹤0.01% 3845
2016
Q3 		$367K Sell
7,278
-2,199
-23% -$109K ﹤0.01% 3506
2016
Q2 		$452K Buy
9,477
+1,204
+15% +$57.3K ﹤0.01% 3463
2016
Q1 		$397K Sell
8,273
-150
-2% -$6.52K ﹤0.01% 3416
2015
Q4 		$381K Buy
8,423
+159
+2% +$7.43K ﹤0.01% 3484
2015
Q3 		$370K Buy
+8,264
New +$394K ﹤0.01% 3525

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase's RWK Position: Q1 2026 in Review

JP Morgan Chase increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 15% in Q1 2026, buying an estimated $195K and bringing the position to 11,513 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4337.

JP Morgan Chase first reported a position in RWK in Q3 2015 and has held it in 43 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • JP Morgan Chase held 11,513 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.44M as of Q1 2026.
  • JP Morgan Chase bought 1,474 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $195K.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4337 holding.
  • JP Morgan Chase first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2015 and has held it in 43 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.