JP Morgan Chase
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JP Morgan Chase’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

JP Morgan Chase’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$243K Buy
5,275
+2,200
+72% +$105K ﹤0.01% 5391
2025
Q4 		$145K Hold
3,075
– – ﹤0.01% 5694
2025
Q3 		$147K Hold
3,075
– – ﹤0.01% 5694
2025
Q2 		$131K Sell
3,075
-5,721
-65% -$233K ﹤0.01% 5475
2025
Q1 		$342K Sell
8,796
-891
-9% -$35.9K ﹤0.01% 4998
2024
Q4 		$392K Sell
9,687
-1,639
-14% -$69.4K ﹤0.01% 5164
2024
Q3 		$511K Buy
11,326
+7,057
+165% +$296K ﹤0.01% 4876
2024
Q2 		$168K Hold
4,269
– – ﹤0.01% 5243
2024
Q1 		$180K Sell
4,269
-1,784
-29% -$75.5K ﹤0.01% 5401
2023
Q4 		$286K Sell
6,053
-1,493
-20% -$63.7K ﹤0.01% 5136
2023
Q3 		$334K Sell
7,546
-268,559
-97% -$13.1M ﹤0.01% 4731
2023
Q2 		$13.5M Sell
276,105
-112,223
-29% -$5.33M ﹤0.01% 2023
2023
Q1 		$19.1M Buy
388,328
+11,615
+3% +$579K ﹤0.01% 1701
2022
Q4 		$18M Sell
376,713
-221
-0.1% -$10.8K ﹤0.01% 1748
2022
Q3 		$18.4M Buy
376,934
+67,484
+22% +$3.76M ﹤0.01% 1636
2022
Q2 		$16.6M Buy
309,450
+886
+0.3% +$49.3K ﹤0.01% 1757
2022
Q1 		$19M Buy
308,564
+50,155
+19% +$3.03M ﹤0.01% 1807
2021
Q4 		$17.2M Buy
+258,409
New +$17.6M ﹤0.01% 1941

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 72% in Q1 2026, buying an estimated $105K and bringing the position to 5,275 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #5391.

JP Morgan Chase first reported a position in ERTH in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.1M in Q1 2023. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • JP Morgan Chase held 5,275 shares of Invesco MSCI Sustainable Future ETF worth $243K as of Q1 2026.
  • JP Morgan Chase bought 2,200 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $105K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5391 holding.
  • JP Morgan Chase first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and has held it in 18 quarters since.
  • JP Morgan Chase's Invesco MSCI Sustainable Future ETF position peaked at $19.1M in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

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