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 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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $509M AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

JP Morgan Chase increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 27% in Q1 2026, buying an estimated $1.14M and bringing the position to 79,794 shares worth $4.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

JP Morgan Chase first reported a position in USMC in Q4 2023 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

JP Morgan Chase held 79,794 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $4.99M as of Q1 2026.
JP Morgan Chase bought 17,099 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $1.14M.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3296 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 10 quarters since.
87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

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