JP Morgan Chase
ESML icon

JP Morgan Chase’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

JP Morgan Chase’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.84M Buy
69,345
+6,811
+11% +$354K ﹤0.01% 3680
2026
Q1 		$2.85M Sell
62,534
-1,021
-2% -$49.5K ﹤0.01% 3816
2025
Q4 		$2.92M Buy
63,555
+3,682
+6% +$168K ﹤0.01% 3785
2025
Q3 		$2.7M Buy
59,873
+3,913
+7% +$170K ﹤0.01% 3855
2025
Q2 		$2.31M Sell
55,960
-1,384
-2% -$53.6K ﹤0.01% 3803
2025
Q1 		$2.2M Buy
57,344
+217
+0.4% +$9.02K ﹤0.01% 3800
2024
Q4 		$2.4M Buy
57,127
+11,294
+25% +$488K ﹤0.01% 4008
2024
Q3 		$1.92M Sell
45,833
-10,747
-19% -$432K ﹤0.01% 4040
2024
Q2 		$2.18M Buy
56,580
+4,111
+8% +$159K ﹤0.01% 3715
2024
Q1 		$2.11M Sell
52,469
-6,471
-11% -$246K ﹤0.01% 3805
2023
Q4 		$2.24M Sell
58,940
-77,637
-57% -$2.65M ﹤0.01% 3755
2023
Q3 		$4.6M Sell
136,577
-94,383
-41% -$3.36M ﹤0.01% 2902
2023
Q2 		$8.2M Buy
230,960
+10,971
+5% +$371K ﹤0.01% 2461
2023
Q1 		$7.48M Sell
219,989
-5,702
-3% -$199K ﹤0.01% 2521
2022
Q4 		$7.42M Buy
+225,691
New +$7.5M ﹤0.01% 2511
2022
Q2 		– Sell
-3,038
Closed -$116K – 6559
2022
Q1 		$116K Buy
+3,038
New +$115K ﹤0.01% 5433
2021
Q4 		– Sell
-466
Closed -$18K – 6732
2021
Q3 		$18K Buy
+466
New +$18.4K ﹤0.01% 6070

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

JP Morgan Chase increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 11% in Q2 2026, buying an estimated $354K and bringing the position to 69,345 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3680.

JP Morgan Chase first reported a position in ESML in Q3 2021 and has held it in 17 quarters since. The position peaked at $8.2M in Q2 2023. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • JP Morgan Chase held 69,345 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.84M as of Q2 2026.
  • JP Morgan Chase bought 6,811 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $354K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3680 holding.
  • JP Morgan Chase first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 17 quarters since.
  • JP Morgan Chase's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $8.2M in Q2 2023.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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