JP Morgan Chase
LCTU icon

JP Morgan Chase’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

JP Morgan Chase’s Portfolio LCTU Stock Details LCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.1M Sell
730,454
-16,777
-2% -$1.3M ﹤0.01% 1367
2026
Q1 		$50.9M Sell
747,231
-38,739
-5% -$2.85M ﹤0.01% 1389
2025
Q4 		$58.2M Buy
785,970
+1,924
+0.2% +$142K ﹤0.01% 1265
2025
Q3 		$56.9M Buy
784,046
+143,335
+22% +$10M ﹤0.01% 1329
2025
Q2 		$43.1M Sell
640,711
-10,178
-2% -$632K ﹤0.01% 1418
2025
Q1 		$39.4M Buy
650,889
+3,869
+0.6% +$248K ﹤0.01% 1447
2024
Q4 		$41.4M Buy
647,020
+43,768
+7% +$2.82M ﹤0.01% 1445
2024
Q3 		$37.8M Sell
603,252
-93,086
-13% -$5.62M ﹤0.01% 1507
2024
Q2 		$41.4M Buy
696,338
+15,393
+2% +$880K ﹤0.01% 1357
2024
Q1 		$39.1M Buy
680,945
+31,775
+5% +$1.74M ﹤0.01% 1430
2023
Q4 		$34M Buy
649,170
+122,391
+23% +$5.98M ﹤0.01% 1452
2023
Q3 		$24.8M Buy
526,779
+149,852
+40% +$7.36M ﹤0.01% 1520
2023
Q2 		$18.4M Buy
376,927
+8,772
+2% +$405K ﹤0.01% 1763
2023
Q1 		$16.7M Buy
368,155
+69,471
+23% +$3.08M ﹤0.01% 1824
2022
Q4 		$12.7M Buy
+298,684
New +$12.8M ﹤0.01% 2047

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.2% in Q2 2026, selling an estimated $1.3M and leaving 730,454 shares worth $58.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

JP Morgan Chase first reported a position in LCTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $58.2M in Q4 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • JP Morgan Chase held 730,454 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $58.1M as of Q2 2026.
  • JP Morgan Chase sold 16,777 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.3M.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1367 holding.
  • JP Morgan Chase first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $58.2M in Q4 2025.
  • 209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

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