JP Morgan Chase
TOPT

JP Morgan Chase’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

JP Morgan Chase’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
+9,461
New +$285K ﹤0.01% 5337
2025
Q4 		– Sell
-9,452
Closed -$288K – 7876
2025
Q3 		$288K Buy
+9,452
New +$272K ﹤0.01% 5318

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

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

JP Morgan Chase opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026: 9,461 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #5337 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in TOPT as recently as Q3 2025.

JP Morgan Chase first reported a position in TOPT in Q3 2025 and has held it in 2 quarters since. The position peaked at $288K in Q3 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • JP Morgan Chase held 9,461 shares of iShares Top 20 U.S. Stocks ETF worth $262K as of Q1 2026.
  • iShares Top 20 U.S. Stocks ETF was a new JP Morgan Chase position in Q1 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5337 holding.
  • JP Morgan Chase first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 2 quarters since.
  • JP Morgan Chase's iShares Top 20 U.S. Stocks ETF position peaked at $288K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

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