JP Morgan Chase
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JP Morgan Chase’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

JP Morgan Chase’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
60,443
-2,552
-4% -$114K ﹤0.01% 3938
2026
Q1 		$2.72M Sell
62,995
-5,236
-8% -$233K ﹤0.01% 3869
2025
Q4 		$2.96M Sell
68,231
-2,351
-3% -$101K ﹤0.01% 3776
2025
Q3 		$3.04M Sell
70,582
-2,075
-3% -$88.1K ﹤0.01% 3760
2025
Q2 		$3.05M Sell
72,657
-10,435
-13% -$431K ﹤0.01% 3587
2025
Q1 		$3.44M Sell
83,092
-1,607
-2% -$67.1K ﹤0.01% 3465
2024
Q4 		$3.51M Buy
84,699
+70,810
+510% +$2.99M ﹤0.01% 3688
2024
Q3 		$567K Buy
13,889
+10,585
+320% +$416K ﹤0.01% 4818
2024
Q2 		$123K Sell
3,304
-5,870
-64% -$216K ﹤0.01% 5413
2024
Q1 		$344K Buy
9,174
+456
+5% +$16.4K ﹤0.01% 5033
2023
Q4 		$311K Buy
8,718
+6,408
+277% +$217K ﹤0.01% 5084
2023
Q3 		$76.4K Buy
2,310
+2,114
+1,079% +$72.5K ﹤0.01% 5637
2023
Q2 		$6.72K Sell
196
-7,929
-98% -$271K ﹤0.01% 6118
2023
Q1 		$282K Sell
8,125
-194
-2% -$6.85K ﹤0.01% 4842
2022
Q4 		$288K Buy
+8,319
New +$286K ﹤0.01% 4849
2020
Q1 		– Sell
-5,245
Closed -$186K – 5685
2019
Q4 		$186K Sell
5,245
-132
-2% -$4.59K ﹤0.01% 4699
2019
Q3 		$185K Sell
5,377
-1,851
-26% -$63.1K ﹤0.01% 4668
2019
Q2 		$239K Sell
7,228
-363
-5% -$11.9K ﹤0.01% 4594
2019
Q1 		$245K Buy
7,591
+137
+2% +$4.29K ﹤0.01% 4532
2018
Q4 		$217K Buy
+7,454
New +$230K ﹤0.01% 4564

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 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
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
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 4.1% in Q2 2026, selling an estimated $114K and leaving 60,443 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

JP Morgan Chase first reported a position in SMMV in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.51M in Q4 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • JP Morgan Chase held 60,443 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.78M as of Q2 2026.
  • JP Morgan Chase sold 2,552 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $114K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3938 holding.
  • JP Morgan Chase first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Chase's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3.51M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

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