JP Morgan Chase
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JP Morgan Chase’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

JP Morgan Chase’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3M Buy
162,546
+17,611
+12% +$2.08M ﹤0.01% 2151
2025
Q4 		$16.6M Buy
144,935
+40,858
+39% +$4.6M ﹤0.01% 2220
2025
Q3 		$11.5M Buy
104,077
+23,371
+29% +$2.49M ﹤0.01% 2594
2025
Q2 		$8.42M Sell
80,706
-789
-1% -$78.1K ﹤0.01% 2705
2025
Q1 		$8.1M Buy
81,495
+3,623
+5% +$366K ﹤0.01% 2740
2024
Q4 		$7.63M Sell
77,872
-6,857
-8% -$687K ﹤0.01% 2965
2024
Q3 		$8.31M Buy
84,729
+20,321
+32% +$1.93M ﹤0.01% 2762
2024
Q2 		$5.97M Sell
64,408
-734
-1% -$67.4K ﹤0.01% 2899
2024
Q1 		$6.11M Buy
65,142
+960
+1% +$84.9K ﹤0.01% 2922
2023
Q4 		$5.48M Buy
64,182
+9,473
+17% +$760K ﹤0.01% 2997
2023
Q3 		$4.28M Buy
54,709
+2,610
+5% +$210K ﹤0.01% 2951
2023
Q2 		$4.17M Buy
52,099
+12,269
+31% +$941K ﹤0.01% 3015
2023
Q1 		$3.03M Buy
39,830
+11,416
+40% +$868K ﹤0.01% 3220
2022
Q4 		$2.1M Buy
28,414
+28,310
+27,221% +$2.09M ﹤0.01% 3519
2022
Q3 		$7K Sell
104
-110
-51% -$8.09K ﹤0.01% 6040
2022
Q2 		$15K Sell
214
-90
-30% -$6.82K ﹤0.01% 5955
2022
Q1 		$24K Buy
304
+200
+192% +$15.8K ﹤0.01% 6036
2021
Q4 		$8K Hold
104
– – ﹤0.01% 6368
2021
Q3 		$8K Hold
104
– – ﹤0.01% 6199
2021
Q2 		$8K Hold
104
– – ﹤0.01% 6066
2021
Q1 		$7K Buy
+104
New +$6.87K ﹤0.01% 5832
2019
Q2 		– Sell
-290
Closed -$15K – 5977
2019
Q1 		$15K Buy
290
+145
+100% +$7.33K ﹤0.01% 5464
2018
Q4 		$7K Buy
+145
New +$7.36K ﹤0.01% 5495
2015
Q3 		– Sell
-11,515
Closed -$472K – 4050
2015
Q2 		$472K Buy
+11,515
New +$480K ﹤0.01% 3575
2014
Q3 		– Sell
-52,076
Closed -$2.01M – 4245
2014
Q2 		$2.01M Sell
52,076
-54,214
-51% -$2.04M ﹤0.01% 2530
2014
Q1 		$3.93M Sell
106,290
-9,120
-8% -$329K ﹤0.01% 2227
2013
Q4 		$4.21M Buy
115,410
+310
+0.3% +$10.8K ﹤0.01% 2278
2013
Q3 		$3.79M Buy
+115,100
New +$3.77M ﹤0.01% 2374

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco S&P 500 Revenue ETF (RWL) stake by 12% in Q1 2026, buying an estimated $2.08M and bringing the position to 162,546 shares worth $18.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

JP Morgan Chase first reported a position in RWL in Q3 2013 and has held it in 28 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • JP Morgan Chase held 162,546 shares of Invesco S&P 500 Revenue ETF worth $18.3M as of Q1 2026.
  • JP Morgan Chase bought 17,611 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $2.08M.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2151 holding.
  • JP Morgan Chase first reported a position in Invesco S&P 500 Revenue ETF in Q3 2013 and has held it in 28 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

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