JP Morgan Chase’s iShares USD Green Bond ETF BGRN Stock Holding History

JP Morgan Chase’s Portfolio BGRN Stock Details BGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.3K	Buy	448 +234	+109%	+$11.1K	﹤0.01%	6713
2026 Q1	$10.1K	Buy	+214	New	+$10.2K	﹤0.01%	6738
2025 Q2	–	Sell	-205	Closed	-$9.72K	–	7083
2025 Q1	$9.72K	Sell	205 -247	-55%	-$11.6K	﹤0.01%	6317
2024 Q4	$21.1K	Buy	+452	New	+$21.4K	﹤0.01%	6241
2024 Q3	–	Sell	-1	Closed	–	–	7419
2024 Q2	$0	Hold	1	–	–	﹤0.01%	7342
2024 Q1	$0	Hold	1	–	–	﹤0.01%	7412
2023 Q4	$47	Hold	1	–	–	﹤0.01%	7212
2023 Q3	$45	Buy	+1	New	+$46	﹤0.01%	7013
2023 Q1	–	Hold	0	–	–	–	6634
2019 Q2	–	Sell	-20,000	Closed	-$1.05M	–	5765
2019 Q1	$1.05M	Sell	20,000 -80,000	-80%	-$4.13M	﹤0.01%	3780
2018 Q4	$5.08M	Buy	+100,000	New	+$5.05M	﹤0.01%	2561

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SWM

Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

JP Morgan Chase increased its iShares USD Green Bond ETF (BGRN) stake by 109% in Q2 2026, buying an estimated $11.1K and bringing the position to 448 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6713.

JP Morgan Chase first reported a position in BGRN in Q4 2018 and has held it in 10 quarters since. The position peaked at $5.08M in Q4 2018. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

JP Morgan Chase held 448 shares of iShares USD Green Bond ETF worth $21.3K as of Q2 2026.
JP Morgan Chase bought 234 iShares USD Green Bond ETF shares in Q2 2026, an estimated $11.1K.
iShares USD Green Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6713 holding.
JP Morgan Chase first reported a position in iShares USD Green Bond ETF in Q4 2018 and has held it in 10 quarters since.
JP Morgan Chase's iShares USD Green Bond ETF position peaked at $5.08M in Q4 2018.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

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