JP Morgan Chase
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JP Morgan Chase’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

JP Morgan Chase’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.9K Hold
431
– – ﹤0.01% 6537
2026
Q1 		$32.7K Buy
431
+232
+117% +$19K ﹤0.01% 6364
2025
Q4 		$16.4K Buy
+199
New +$16.3K ﹤0.01% 6551
2025
Q2 		– Sell
-1
Closed -$68 – 7121
2025
Q1 		$68 Sell
1
-16
-94% -$1.14K ﹤0.01% 6926
2024
Q4 		$1.2K Buy
17
+1
+6% +$71 ﹤0.01% 6708
2024
Q3 		$1.11K Buy
+16
New +$1.06K ﹤0.01% 6711
2022
Q1 		– Sell
-30,989
Closed -$1.82M – 6624
2021
Q4 		$1.82M Buy
30,989
+13,643
+79% +$781K ﹤0.01% 3927
2021
Q3 		$933K Buy
+17,346
New +$954K ﹤0.01% 4361
2020
Q4 		– Sell
-6,950
Closed -$287K – 5646
2020
Q3 		$287K Hold
6,950
– – ﹤0.01% 4216
2020
Q2 		$266K Sell
6,950
-8,060
-54% -$291K ﹤0.01% 4140
2020
Q1 		$478K Buy
+15,010
New +$561K ﹤0.01% 3833

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

JP Morgan Chase held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 431 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6537.

JP Morgan Chase first reported a position in CATH in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.82M in Q4 2021. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • JP Morgan Chase held 431 shares of Global X S&P 500 Catholic Values ETF worth $37.9K as of Q2 2026.
  • JP Morgan Chase left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6537 holding.
  • JP Morgan Chase first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2020 and has held it in 11 quarters since.
  • JP Morgan Chase's Global X S&P 500 Catholic Values ETF position peaked at $1.82M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

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