JP Morgan Chase
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JP Morgan Chase’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

JP Morgan Chase’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.97K Sell
61
-128
-68% -$10.9K ﹤0.01% 6886
2025
Q4 		$15.9K Buy
+189
New +$15.9K ﹤0.01% 6558
2024
Q1 		– Sell
-18,632
Closed -$1.51M – 7830
2023
Q4 		$1.51M Buy
+18,632
New +$1.41M ﹤0.01% 4045
2017
Q4 		– Sell
-35
Closed -$2K – 5562
2017
Q3 		$2K Buy
+35
New +$1.96K ﹤0.01% 4883

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's SDG Position: Q1 2026 in Review

JP Morgan Chase reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 68% in Q1 2026, selling an estimated $10.9K and leaving 61 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #6886.

JP Morgan Chase first reported a position in SDG in Q3 2017 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • JP Morgan Chase held 61 shares of iShares MSCI Global Sustainable Development Goals ETF worth $4.97K as of Q1 2026.
  • JP Morgan Chase sold 128 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $10.9K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6886 holding.
  • JP Morgan Chase first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2017 and has held it in 4 quarters since.
  • JP Morgan Chase's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.51M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.