JP Morgan Chase
GRID

JP Morgan Chase’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

JP Morgan Chase’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
97,751
+68,551
+235% +$11.4M ﹤0.01% 2305
2025
Q4 		$4.47M Buy
29,200
+5,321
+22% +$816K ﹤0.01% 3406
2025
Q3 		$3.61M Buy
23,879
+9,504
+66% +$1.37M ﹤0.01% 3636
2025
Q2 		$2M Buy
14,375
+14,108
+5,284% +$1.75M ﹤0.01% 3922
2025
Q1 		$30.3K Sell
267
-488
-65% -$58.4K ﹤0.01% 6031
2024
Q4 		$90.2K Sell
755
-1,710
-69% -$213K ﹤0.01% 5795
2024
Q3 		$314K Sell
2,465
-4,489
-65% -$536K ﹤0.01% 5180
2024
Q2 		$804K Sell
6,954
-2,475
-26% -$288K ﹤0.01% 4410
2024
Q1 		$1.08M Sell
9,429
-41
-0.4% -$4.35K ﹤0.01% 4292
2023
Q4 		$992K Buy
9,470
+9,073
+2,285% +$858K ﹤0.01% 4330
2023
Q3 		$37.3K Buy
397
+273
+220% +$27.6K ﹤0.01% 5893
2023
Q2 		$13K Buy
124
+20
+19% +$1.98K ﹤0.01% 6004
2023
Q1 		$10.2K Buy
+104
New +$9.77K ﹤0.01% 6111

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return