JP Morgan Chase
RZG icon

JP Morgan Chase’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

JP Morgan Chase’s Portfolio RZG Stock Details RZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$780K Buy
14,266
+13,736
+2,592% +$791K ﹤0.01% 4748
2025
Q4 		$28.8K Buy
530
+222
+72% +$12.1K ﹤0.01% 6424
2025
Q3 		$16.8K Hold
308
– – ﹤0.01% 6518
2025
Q2 		$15.6K Sell
308
-692
-69% -$32.8K ﹤0.01% 6229
2025
Q1 		$46.8K Buy
1,000
+685
+217% +$33.9K ﹤0.01% 5906
2024
Q4 		$15.6K Buy
315
+155
+97% +$8.07K ﹤0.01% 6302
2024
Q3 		$8.24K Buy
+160
New +$7.97K ﹤0.01% 6401
2022
Q4 		– Sell
-78
Closed -$3K – 6935
2022
Q3 		$3K Buy
+78
New +$3.2K ﹤0.01% 6193
2020
Q2 		– Sell
-2,004
Closed -$51K – 5655
2020
Q1 		$51K Sell
2,004
-858
-30% -$30.1K ﹤0.01% 4721
2019
Q4 		$113K Sell
2,862
-21
-0.7% -$774 ﹤0.01% 4854
2019
Q3 		$103K Hold
2,883
– – ﹤0.01% 4896
2019
Q2 		$105K Sell
2,883
-60
-2% -$2.23K ﹤0.01% 4915
2019
Q1 		$111K Sell
2,943
-267
-8% -$10.1K ﹤0.01% 4850
2018
Q4 		$111K Hold
3,210
– – ﹤0.01% 4812
2018
Q3 		$143K Buy
3,210
+264
+9% +$11.8K ﹤0.01% 4818
2018
Q2 		$125K Sell
2,946
-264
-8% -$10.7K ﹤0.01% 4759
2018
Q1 		$123K Sell
3,210
-3,042
-49% -$118K ﹤0.01% 4528
2017
Q4 		$239K Sell
6,252
-2,109
-25% -$78.2K ﹤0.01% 4354
2017
Q3 		$305K Buy
8,361
+753
+10% +$26.1K ﹤0.01% 3979
2017
Q2 		$261K Buy
+7,608
New +$256K ﹤0.01% 3917
2014
Q2 		– Sell
-30,159
Closed -$792K – 3614
2014
Q1 		$792K Buy
+30,159
New +$786K ﹤0.01% 2951

Other funds holding RZG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFW
Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco S&P SmallCap 600 Pure Growth ETF (RZG) stake by 2,592% in Q1 2026, buying an estimated $791K and bringing the position to 14,266 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #4748.

JP Morgan Chase first reported a position in RZG in Q1 2014 and has held it in 21 quarters since. The position peaked at $792K in Q1 2014. 57 funds tracked by Wall St. Rank hold RZG as of Q1 2026.

  • JP Morgan Chase held 14,266 shares of Invesco S&P SmallCap 600 Pure Growth ETF worth $780K as of Q1 2026.
  • JP Morgan Chase bought 13,736 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2026, an estimated $791K.
  • Invesco S&P SmallCap 600 Pure Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4748 holding.
  • JP Morgan Chase first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q1 2014 and has held it in 21 quarters since.
  • JP Morgan Chase's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $792K in Q1 2014.
  • 57 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2026.

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