JPMORGAN CHASE & CO
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 19617
NEW YORK, NY
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,591,609
+$1,308,760 QoQ
Shares Held
67,537
+13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 122 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,591,609 | 67,537 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $5,282,849 | 59,700 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,659,356 | 52,025 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,237,277 | 59,420 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,920,715 | 47,011 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,065,047 | 40,066 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,101,477 | 40,484 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $3,195,065 | 40,490 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,880,823 | 38,524 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,129,813 | 15,380 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $689,187 | 9,981 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $158,280 | 2,493 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $628,504 | 9,474 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $748,708 | 11,774 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $197,831 | 3,311 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $137,460 | 2,479 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $136,369 | 2,277 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $147,738 | 2,143 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $126,051 | 1,731 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $98,082 | 1,405 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $79,834 | 1,130 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $80,114 | 1,197 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $20,088 | 313 | Shares | Defined | 2021-02-19 | |
| 2020-06-30 | $149,273 | 2,720 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $9,492 | 200 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||