JP Morgan Chase
PBW icon

JP Morgan Chase’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

JP Morgan Chase’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.5K Sell
1,404
-344
-20% -$13.4K ﹤0.01% 6394
2026
Q1 		$52.6K Buy
1,748
+232
+15% +$7.74K ﹤0.01% 6176
2025
Q4 		$46.3K Sell
1,516
-2,063
-58% -$65.7K ﹤0.01% 6263
2025
Q3 		$103K Buy
3,579
+2,164
+153% +$53.4K ﹤0.01% 5883
2025
Q2 		$28.2K Buy
1,415
+425
+43% +$7.31K ﹤0.01% 6093
2025
Q1 		$15.6K Sell
990
-349
-26% -$6.54K ﹤0.01% 6214
2024
Q4 		$26.8K Buy
1,339
+772
+136% +$15.7K ﹤0.01% 6182
2024
Q3 		$11.4K Buy
567
+542
+2,168% +$10.8K ﹤0.01% 6345
2024
Q2 		$504 Sell
25
-4,877
-99% -$105K ﹤0.01% 6688
2024
Q1 		$113K Buy
4,902
+4,587
+1,456% +$110K ﹤0.01% 5621
2023
Q4 		$9.36K Sell
315
-32,377
-99% -$894K ﹤0.01% 6417
2023
Q3 		$1.03M Sell
32,692
-5,443
-14% -$206K ﹤0.01% 4052
2023
Q2 		$1.53M Sell
38,135
-1,982
-5% -$73.8K ﹤0.01% 3740
2023
Q1 		$1.62M Sell
40,117
-2,198
-5% -$92.5K ﹤0.01% 3685
2022
Q4 		$1.62M Sell
42,315
-516,651
-92% -$23M ﹤0.01% 3720
2022
Q3 		$26.9M Sell
558,966
-353,054
-39% -$19.2M ﹤0.01% 1386
2022
Q2 		$41.7M Buy
912,020
+862,719
+1,750% +$45.3M 0.01% 1148
2022
Q1 		$3.21M Buy
49,301
+667
+1% +$40K ﹤0.01% 3374
2021
Q4 		$3.47M Buy
48,634
+139
+0.3% +$11.4K ﹤0.01% 3361
2021
Q3 		$3.75M Sell
48,495
-10,705
-18% -$875K ﹤0.01% 3285
2021
Q2 		$5.52M Sell
59,200
-75,464
-56% -$6.53M ﹤0.01% 2965
2021
Q1 		$13.3M Buy
134,664
+79,306
+143% +$9.07M ﹤0.01% 2107
2020
Q4 		$5.72M Buy
55,358
+54,069
+4,195% +$4.38M ﹤0.01% 2695
2020
Q3 		$79K Buy
+1,289
New +$67.1K ﹤0.01% 4801
2018
Q4 		– Sell
-64
Closed -$2K – 5861
2018
Q3 		$2K Buy
+64
New +$1.62K ﹤0.01% 5610
2017
Q3 		– Sell
-200
Closed -$4K – 5119
2017
Q2 		$4K Buy
+200
New +$4.15K ﹤0.01% 4785
2016
Q1 		– Sell
-193
Closed -$5K – 4869
2015
Q4 		$5K Buy
+193
New +$4.3K ﹤0.01% 4342

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 20% in Q2 2026, selling an estimated $13.4K and leaving 1,404 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6394.

JP Morgan Chase first reported a position in PBW in Q4 2015 and has held it in 27 quarters since. The position peaked at $41.7M in Q2 2022. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • JP Morgan Chase held 1,404 shares of Invesco WilderHill Clean Energy ETF worth $53.5K as of Q2 2026.
  • JP Morgan Chase sold 344 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $13.4K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6394 holding.
  • JP Morgan Chase first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2015 and has held it in 27 quarters since.
  • JP Morgan Chase's Invesco WilderHill Clean Energy ETF position peaked at $41.7M in Q2 2022.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

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