JP Morgan Chase
SIZE icon

JP Morgan Chase’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

JP Morgan Chase’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Buy
9,159
+212
+2% +$35K ﹤0.01% 4350
2025
Q4 		$1.45M Buy
8,947
+68
+0.8% +$10.9K ﹤0.01% 4349
2025
Q3 		$1.43M Buy
8,879
+3
+0% +$474 ﹤0.01% 4329
2025
Q2 		$1.37M Sell
8,876
-72
-0.8% -$10.5K ﹤0.01% 4188
2025
Q1 		$1.3M Sell
8,948
-188
-2% -$28.3K ﹤0.01% 4167
2024
Q4 		$1.36M Buy
9,136
+6,005
+192% +$914K ﹤0.01% 4413
2024
Q3 		$466K Sell
3,131
-26
-0.8% -$3.71K ﹤0.01% 4944
2024
Q2 		$434K Buy
3,157
+339
+12% +$46.6K ﹤0.01% 4764
2024
Q1 		$401K Buy
2,818
+990
+54% +$133K ﹤0.01% 4944
2023
Q4 		$241K Buy
1,828
+86
+5% +$10.4K ﹤0.01% 5279
2023
Q3 		$204K Buy
1,742
+499
+40% +$61.5K ﹤0.01% 5061
2023
Q2 		$153K Buy
1,243
+616
+98% +$72.2K ﹤0.01% 5244
2023
Q1 		$74.3K Buy
627
+146
+30% +$17.3K ﹤0.01% 5555
2022
Q4 		$55K Buy
+481
New +$54.5K ﹤0.01% 5593
2020
Q2 		– Sell
-106
Closed -$8K – 5667
2020
Q1 		$8K Buy
+106
New +$9.53K ﹤0.01% 5077
2019
Q2 		– Sell
-515
Closed -$45K – 5991
2019
Q1 		$45K Buy
515
+427
+485% +$36.2K ﹤0.01% 5181
2018
Q4 		$7K Buy
+88
New +$7.27K ﹤0.01% 5497

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 2.4% in Q1 2026, buying an estimated $35K and bringing the position to 9,159 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #4350.

JP Morgan Chase first reported a position in SIZE in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.45M in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • JP Morgan Chase held 9,159 shares of iShares MSCI USA Size Factor ETF worth $1.42M as of Q1 2026.
  • JP Morgan Chase bought 212 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $35K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4350 holding.
  • JP Morgan Chase first reported a position in iShares MSCI USA Size Factor ETF in Q4 2018 and has held it in 17 quarters since.
  • JP Morgan Chase's iShares MSCI USA Size Factor ETF position peaked at $1.45M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

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