JP Morgan Chase
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JP Morgan Chase’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

JP Morgan Chase’s Portfolio EAOA Stock Details EAOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Buy
11,694
+89
+0.8% +$3.73K ﹤0.01% 5081
2025
Q4 		$480K Buy
11,605
+101
+0.9% +$4.16K ﹤0.01% 5079
2025
Q3 		$469K Buy
11,504
+1
+0% +$39 ﹤0.01% 5074
2025
Q2 		$443K Buy
11,503
+10,733
+1,394% +$387K ﹤0.01% 4847
2025
Q1 		$27.2K Sell
770
-4,170
-84% -$151K ﹤0.01% 6062
2024
Q4 		$176K Buy
4,940
+4,432
+872% +$162K ﹤0.01% 5533
2024
Q3 		$18.6K Buy
+508
New +$17.9K ﹤0.01% 6249

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

JP Morgan Chase increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 0.77% in Q1 2026, buying an estimated $3.73K and bringing the position to 11,694 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #5081.

JP Morgan Chase first reported a position in EAOA in Q3 2024 and has held it in 7 quarters since. The position peaked at $480K in Q4 2025. 23 funds tracked by Wall St. Rank hold EAOA as of Q1 2026.

  • JP Morgan Chase held 11,694 shares of iShares ESG Aware Aggressive Allocation ETF worth $463K as of Q1 2026.
  • JP Morgan Chase bought 89 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2026, an estimated $3.73K.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5081 holding.
  • JP Morgan Chase first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's iShares ESG Aware Aggressive Allocation ETF position peaked at $480K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2026.

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