JP Morgan Chase’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

JP Morgan Chase’s Portfolio EFAX Stock Details EFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$893K	Sell	18,543 -62	-0.3%	-$3.22K	﹤0.01%	4676
2025 Q4	$939K	Buy	18,605 +1,580	+9%	+$78.6K	﹤0.01%	4655
2025 Q3	$840K	Sell	17,025 -615	-3%	-$29.5K	﹤0.01%	4710
2025 Q2	$835K	Buy	17,640 +447	+3%	+$20.1K	﹤0.01%	4495
2025 Q1	$739K	Buy	17,193 +59	+0.3%	+$2.51K	﹤0.01%	4542
2024 Q4	$682K	Buy	17,134 +7,572	+79%	+$315K	﹤0.01%	4882
2024 Q3	$418K	Sell	9,562 -8,453	-47%	-$355K	﹤0.01%	5017
2024 Q2	$735K	Buy	18,015 +1,108	+7%	+$45.4K	﹤0.01%	4463
2024 Q1	$703K	Sell	16,907 -13,320	-44%	-$531K	﹤0.01%	4575
2023 Q4	$1.18M	Buy	+30,227	New	+$1.1M	﹤0.01%	4222

Other funds holding EFAX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 0.33% in Q1 2026, selling an estimated $3.22K and leaving 18,543 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #4676.

JP Morgan Chase first reported a position in EFAX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2023. 89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

JP Morgan Chase held 18,543 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $893K as of Q1 2026.
JP Morgan Chase sold 62 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $3.22K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4676 holding.
JP Morgan Chase first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2023 and has held it in 10 quarters since.
JP Morgan Chase's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $1.18M in Q4 2023.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

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