JPMORGAN CHASE & CO IWMW β€” ISHARES RUSSELL 2000 BUYWRIT

Ownership history in JPMORGAN CHASE & CO  Β·  8 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported ISHARES RUSSELL 2000 BUYWRIT (IWMW) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows IWMW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWMW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in ISHARES RUSSELL 2000 BUYWRIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWMW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWMW stock page JPMORGAN CHASE & CO fund profile JPMORGAN CHASE & CO full holdings
How JPMORGAN CHASE & CO held IWMW β€” position size vs. price
% of Fund (quarterly)    IWMW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 53.7% -0.1% βœ… 17,443 -20,200 -53.7% 0.00% $676K 2026-02-14 (Est.) $37.71
2025 Q3 UNCHANGED β€” β€” β€” 37,643 β€” 0% 0.00% $1.5M 2025-11-07 $36.72
2025 Q2 UNCHANGED β€” β€” β€” 37,643 β€” 0% 0.00% $1.5M 2025-08-12 $34.26
2025 Q1 REDUCED β€” β€” β€” 37,643 -12 -0.0% 0.00% $1.5M 2025-05-12 $31.63
2024 Q4 UNCHANGED β€” β€” β€” 37,655 β€” 0% 0.00% $1.7M 2025-02-12 $35.15
2024 Q3 REDUCED 5.9% +3.9% ❌ 37,655 -2,345 -5.9% 0.00% $1.7M 2024-11-08 $34.79
2024 Q2 UNCHANGED β€” β€” β€” 40,000 β€” 0% 0.00% $1.9M 2024-08-12 $30.65
2024 Q1 INITIATED β€” β€” β€” 40,000 β€” β€” 0.00% $2.0M 2024-05-10 $32.06

🏒 Other funds also holding IWMW

As of 2026 Q1 β€” sorted by position size

Banque Cantonale Vaudoise 3Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0%

FAQ About JPMORGAN CHASE & CO and IWMW

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning IWMW?

JPMORGAN CHASE & CO reported IWMW across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported IWMW position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for IWMW was 0.00% in 2024 Q1.

What is the latest reported IWMW position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 17,443 shares, equal to 0.00% of portfolio, with an estimated market value of $676K.

What does the chart on this IWMW ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly IWMW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPMORGAN CHASE & CO time their IWMW position?

Based on 13F filing dates vs. subsequent IWMW price moves, JPMORGAN CHASE & CO correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on IWMW relative to SPY over the holding period was -7.0%.

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