JP Morgan Chase
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JP Morgan Chase’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

JP Morgan Chase’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.19M Buy
83,874
+4,080
+5% +$291K ﹤0.01% 3249
2026
Q1 		$4.99M Buy
79,794
+17,099
+27% +$1.14M ﹤0.01% 3296
2025
Q4 		$4.29M Buy
62,695
+14,470
+30% +$990K ﹤0.01% 3457
2025
Q3 		$3.29M Buy
48,225
+14,996
+45% +$970K ﹤0.01% 3706
2025
Q2 		$2.08M Buy
33,229
+9,406
+39% +$547K ﹤0.01% 3888
2025
Q1 		$1.35M Buy
23,823
+5,313
+29% +$319K ﹤0.01% 4144
2024
Q4 		$1.11M Buy
18,510
+17,878
+2,829% +$1.05M ﹤0.01% 4558
2024
Q3 		$36K Sell
632
-22,682
-97% -$1.24M ﹤0.01% 6092
2024
Q2 		$1.26M Buy
23,314
+2,036
+10% +$105K ﹤0.01% 4123
2024
Q1 		$1.09M Buy
21,278
+4,596
+28% +$227K ﹤0.01% 4285
2023
Q4 		$780K Buy
+16,682
New +$738K ﹤0.01% 4506

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

JP Morgan Chase increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 5.1% in Q2 2026, buying an estimated $291K and bringing the position to 83,874 shares worth $6.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

JP Morgan Chase first reported a position in USMC in Q4 2023 and has held it in 11 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • JP Morgan Chase held 83,874 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $6.19M as of Q2 2026.
  • JP Morgan Chase bought 4,080 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $291K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3249 holding.
  • JP Morgan Chase first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

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