JP Morgan Chase’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-143	Closed	-$5.33K	–	7627
2024 Q3	$5.33K	Sell	143 -33	-19%	-$1.18K	﹤0.01%	6471
2024 Q2	$6.07K	Hold	176	–	–	﹤0.01%	6346
2024 Q1	$5.95K	Sell	176 -100	-36%	-$3.25K	﹤0.01%	6420
2023 Q4	$8.75K	Sell	276 -169	-38%	-$4.97K	﹤0.01%	6438
2023 Q3	$12.6K	Hold	445	–	–	﹤0.01%	6193
2023 Q2	$13.3K	Buy	445 +224	+101%	+$6.44K	﹤0.01%	5999
2023 Q1	$6.24K	Hold	221	–	–	﹤0.01%	6204
2022 Q4	$6K	Buy	+221	New	+$5.74K	﹤0.01%	6132

Other funds holding NZAC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's NZAC Position: Q4 2024 in Review

JP Morgan Chase sold out of State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) in Q4 2024, closing a stake of 143 shares — an estimated $5.33K sold.

JP Morgan Chase first reported a position in NZAC in Q4 2022 and held it in 8 quarters. The position peaked at $13.3K in Q2 2023. 36 funds tracked by Wall St. Rank hold NZAC as of Q4 2024.

JP Morgan Chase reported no remaining State Street SPDR MSCI ACWI Climate Paris Aligned ETF position as of Q4 2024 after selling out during the quarter.
JP Morgan Chase sold 143 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q4 2024, an estimated $5.33K.
JP Morgan Chase first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2022 and held it in 8 quarters.
JP Morgan Chase's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $13.3K in Q2 2023.
36 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.