JP Morgan Chase

JP Morgan Chase’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

JP Morgan Chase’s Portfolio NUSC Stock Details NUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.58M	Buy	82,285 +12,121	+17%	+$566K	﹤0.01%	3626
2025 Q4	$3.13M	Sell	70,164 -1,423	-2%	-$63.4K	﹤0.01%	3729
2025 Q3	$3.16M	Sell	71,587 -2,309	-3%	-$98.2K	﹤0.01%	3739
2025 Q2	$3.01M	Sell	73,896 -6,332	-8%	-$244K	﹤0.01%	3599
2025 Q1	$3.08M	Buy	80,228 +11,343	+16%	+$471K	﹤0.01%	3554
2024 Q4	$2.89M	Sell	68,885 -1,883	-3%	-$82.2K	﹤0.01%	3867
2024 Q3	$3.03M	Sell	70,768 -9	-0%	-$371	﹤0.01%	3634
2024 Q2	$2.78M	Buy	70,777 +2,101	+3%	+$83.3K	﹤0.01%	3498
2024 Q1	$2.86M	Buy	68,676 +8,386	+14%	+$329K	﹤0.01%	3553
2023 Q4	$2.36M	Buy	60,290 +11,164	+23%	+$393K	﹤0.01%	3705
2023 Q3	$1.71M	Buy	49,126 +70	+0.1%	+$2.58K	﹤0.01%	3661
2023 Q2	$1.81M	Sell	49,056 -487	-1%	-$17.2K	﹤0.01%	3608
2023 Q1	$1.76M	Buy	49,543 +3,779	+8%	+$137K	﹤0.01%	3628
2022 Q4	$1.56M	Buy	45,764 +6,683	+17%	+$233K	﹤0.01%	3745
2022 Q3	$1.25M	Buy	+39,081	New	+$1.38M	﹤0.01%	3835

Other funds holding NUSC

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return