JP Morgan Chase
EAOR icon

JP Morgan Chase’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

JP Morgan Chase’s Portfolio EAOR Stock Details EAOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,806
Closed -$401K – 7221
2025
Q1 		$401K Buy
12,806
+997
+8% +$31.7K ﹤0.01% 4906
2024
Q4 		$370K Buy
11,809
+11,772
+31,816% +$376K ﹤0.01% 5189
2024
Q3 		$1.2K Sell
37
-33
-47% -$1.03K ﹤0.01% 6700
2024
Q2 		$2.15K Buy
+70
New +$2.11K ﹤0.01% 6517
2023
Q4 		– Sell
-13
Closed -$368 – 7600
2023
Q3 		$368 Buy
+13
New +$361 ﹤0.01% 6762

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
MWG
Martin Worley Group Cottonwood Heights, Utah $204M AUM
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JP Morgan Chase's EAOR Position: Q2 2025 in Review

JP Morgan Chase sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q2 2025, closing a stake of 12,806 shares — an estimated $401K sold.

JP Morgan Chase first reported a position in EAOR in Q3 2023 and held it in 5 quarters. The position peaked at $401K in Q1 2025. 10 funds tracked by Wall St. Rank hold EAOR as of Q2 2025.

  • JP Morgan Chase reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 12,806 iShares ESG Aware Growth Allocation ETF shares in Q2 2025, an estimated $401K.
  • JP Morgan Chase first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2023 and held it in 5 quarters.
  • JP Morgan Chase's iShares ESG Aware Growth Allocation ETF position peaked at $401K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.