JP Morgan Chase
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JP Morgan Chase’s Invesco S&P Global Water Index ETF CGW Stock Holding History

JP Morgan Chase’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$513K Buy
8,175
+722
+10% +$47.3K ﹤0.01% 4996
2025
Q4 		$470K Buy
7,453
+500
+7% +$32K ﹤0.01% 5093
2025
Q3 		$447K Sell
6,953
-608
-8% -$38.5K ﹤0.01% 5099
2025
Q2 		$473K Buy
7,561
+264
+4% +$15.6K ﹤0.01% 4813
2025
Q1 		$406K Sell
7,297
-15
-0.2% -$828 ﹤0.01% 4897
2024
Q4 		$396K Sell
7,312
-2,642
-27% -$155K ﹤0.01% 5157
2024
Q3 		$609K Buy
9,954
+4,853
+95% +$284K ﹤0.01% 4776
2024
Q2 		$282K Sell
5,101
-3,863
-43% -$218K ﹤0.01% 4969
2024
Q1 		$498K Sell
8,964
-3,979
-31% -$210K ﹤0.01% 4802
2023
Q4 		$686K Buy
12,943
+7,804
+152% +$381K ﹤0.01% 4578
2023
Q3 		$239K Buy
5,139
+4,452
+648% +$224K ﹤0.01% 4951
2023
Q2 		$35.3K Sell
687
-113
-14% -$5.66K ﹤0.01% 5793
2023
Q1 		$40K Sell
800
-1,557
-66% -$76.4K ﹤0.01% 5782
2022
Q4 		$110K Buy
+2,357
New +$109K ﹤0.01% 5317
2021
Q2 		– Sell
-52,217
Closed -$2.57M – 6367
2021
Q1 		$2.57M Buy
+52,217
New +$2.53M ﹤0.01% 3514
2018
Q4 		– Sell
-80,430
Closed -$2.81M – 5704
2018
Q3 		$2.81M Buy
80,430
+80,000
+18,605% +$2.78M ﹤0.01% 3213
2018
Q2 		$14K Hold
430
– – ﹤0.01% 5340
2018
Q1 		$15K Buy
+430
New +$14.9K ﹤0.01% 5119

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's CGW Position: Q1 2026 in Review

JP Morgan Chase increased its Invesco S&P Global Water Index ETF (CGW) stake by 9.7% in Q1 2026, buying an estimated $47.3K and bringing the position to 8,175 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #4996.

JP Morgan Chase first reported a position in CGW in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.81M in Q3 2018. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

  • JP Morgan Chase held 8,175 shares of Invesco S&P Global Water Index ETF worth $513K as of Q1 2026.
  • JP Morgan Chase bought 722 Invesco S&P Global Water Index ETF shares in Q1 2026, an estimated $47.3K.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4996 holding.
  • JP Morgan Chase first reported a position in Invesco S&P Global Water Index ETF in Q1 2018 and has held it in 18 quarters since.
  • JP Morgan Chase's Invesco S&P Global Water Index ETF position peaked at $2.81M in Q3 2018.
  • 204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.