JP Morgan Chase
CVLC icon

JP Morgan Chase’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

JP Morgan Chase’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9K Buy
212
+110
+108% +$9.95K ﹤0.01% 6734
2026
Q1 		$7.92K Sell
102
-3,451
-97% -$290K ﹤0.01% 6797
2025
Q4 		$299K Sell
3,553
-1,958
-36% -$163K ﹤0.01% 5317
2025
Q3 		$451K Buy
+5,511
New +$436K ﹤0.01% 5096

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

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

JP Morgan Chase increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 108% in Q2 2026, buying an estimated $9.95K and bringing the position to 212 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6734.

JP Morgan Chase first reported a position in CVLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $451K in Q3 2025. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • JP Morgan Chase held 212 shares of Calvert US Large-Cap Core Responsible Index ETF worth $19.9K as of Q2 2026.
  • JP Morgan Chase bought 110 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $9.95K.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6734 holding.
  • JP Morgan Chase first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's Calvert US Large-Cap Core Responsible Index ETF position peaked at $451K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

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