JP Morgan Chase
JCTR

JP Morgan Chase’s JPMorgan Carbon Transition US Equity ETF JCTR Stock Holding History

JP Morgan Chase’s Portfolio JCTR Stock Details JCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-300,734
Closed -$17.5M – 7693
2023
Q3 		$17.5M Hold
300,734
– – ﹤0.01% 1792
2023
Q2 		$18.1M Hold
300,734
– – ﹤0.01% 1779
2023
Q1 		$16.7M Hold
300,734
– – ﹤0.01% 1821
2022
Q4 		$15.5M Hold
300,734
– – ﹤0.01% 1868
2022
Q3 		$14.6M Hold
300,734
– – ﹤0.01% 1837
2022
Q2 		$15.2M Hold
300,734
– – ﹤0.01% 1847
2022
Q1 		$18.3M Hold
300,734
– – ﹤0.01% 1842
2021
Q4 		$19.4M Sell
300,734
-57,419
-16% -$3.58M ﹤0.01% 1848
2021
Q3 		$20.8M Sell
358,153
-41,847
-10% -$2.5M ﹤0.01% 1731
2021
Q2 		$23.2M Hold
400,000
– – ﹤0.01% 1716
2021
Q1 		$21.4M Hold
400,000
– – ﹤0.01% 1709
2020
Q4 		$20.1M Buy
+400,000
New +$19.9M ﹤0.01% 1609

Other funds holding JCTR

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JP Morgan Chase's JCTR Position: Q4 2023 in Review

JP Morgan Chase sold out of JPMorgan Carbon Transition US Equity ETF (JCTR) in Q4 2023, closing a stake of 300,734 shares — an estimated $17.5M sold.

JP Morgan Chase first reported a position in JCTR in Q4 2020 and held it in 12 quarters. The position peaked at $23.2M in Q2 2021. 5 funds tracked by Wall St. Rank hold JCTR as of Q4 2023.

  • JP Morgan Chase reported no remaining JPMorgan Carbon Transition US Equity ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 300,734 JPMorgan Carbon Transition US Equity ETF shares in Q4 2023, an estimated $17.5M.
  • JP Morgan Chase first reported a position in JPMorgan Carbon Transition US Equity ETF in Q4 2020 and held it in 12 quarters.
  • JP Morgan Chase's JPMorgan Carbon Transition US Equity ETF position peaked at $23.2M in Q2 2021.
  • 5 funds tracked by Wall St. Rank held JPMorgan Carbon Transition US Equity ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.