JP Morgan Chase
EFIV icon

JP Morgan Chase’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

JP Morgan Chase’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
16,798
-4,431
-21% -$311K ﹤0.01% 4537
2026
Q1 		$1.3M Buy
21,229
+13,417
+172% +$887K ﹤0.01% 4419
2025
Q4 		$517K Buy
7,812
+4,108
+111% +$267K ﹤0.01% 5010
2025
Q3 		$236K Buy
3,704
+10
+0.3% +$610 ﹤0.01% 5432
2025
Q2 		$216K Buy
3,694
+846
+30% +$45.8K ﹤0.01% 5190
2025
Q1 		$152K Buy
2,848
+1,807
+174% +$102K ﹤0.01% 5369
2024
Q4 		$58.8K Buy
1,041
+483
+87% +$27.6K ﹤0.01% 5954
2024
Q3 		$31.1K Sell
558
-82
-13% -$4.42K ﹤0.01% 6130
2024
Q2 		$34K Buy
640
+273
+74% +$13.9K ﹤0.01% 5995
2024
Q1 		$19 Buy
+367
New +$17.7K ﹤0.01% 7172

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 21% in Q2 2026, selling an estimated $311K and leaving 16,798 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4537.

JP Morgan Chase first reported a position in EFIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q1 2026. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • JP Morgan Chase held 16,798 shares of State Street SPDR S&P 500 ESG ETF worth $1.22M as of Q2 2026.
  • JP Morgan Chase sold 4,431 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $311K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4537 holding.
  • JP Morgan Chase first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 10 quarters since.
  • JP Morgan Chase's State Street SPDR S&P 500 ESG ETF position peaked at $1.3M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

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