JP Morgan Chase
XMVM icon

JP Morgan Chase’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

JP Morgan Chase’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.5K Buy
+875
New +$60.3K ﹤0.01% 6336
2026
Q1 		– Sell
-53
Closed -$3.4K – 7949
2025
Q4 		$3.4K Buy
+53
New +$3.28K ﹤0.01% 6873
2022
Q3 		– Sell
-59
Closed -$2K – 6904
2022
Q2 		$2K Buy
+59
New +$2.6K ﹤0.01% 6312

Other funds holding XMVM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 875 shares worth $62.5K. The stake represents ﹤0.01% of the portfolio and ranks #6336 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in XMVM as recently as Q4 2025.

JP Morgan Chase first reported a position in XMVM in Q2 2022 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • JP Morgan Chase held 875 shares of Invesco S&P MidCap Value with Momentum ETF worth $62.5K as of Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF was a new JP Morgan Chase position in Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6336 holding.
  • JP Morgan Chase first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2022 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

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