JP Morgan Chase
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JP Morgan Chase’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

JP Morgan Chase’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.4M Sell
381,259
-12,943
-3% -$1.91M ﹤0.01% 1364
2026
Q1 		$50.7M Sell
394,202
-14,493
-4% -$2.01M ﹤0.01% 1390
2025
Q4 		$56.9M Sell
408,695
-2,268
-0.6% -$313K ﹤0.01% 1279
2025
Q3 		$55.7M Sell
410,963
-14,871
-3% -$1.94M ﹤0.01% 1349
2025
Q2 		$54M Sell
425,834
-1,073,861
-72% -$127M ﹤0.01% 1289
2025
Q1 		$172M Sell
1,499,695
-111,565
-7% -$13.5M 0.01% 727
2024
Q4 		$196M Buy
1,611,260
+19,255
+1% +$2.36M 0.01% 673
2024
Q3 		$192M Sell
1,592,005
-9,861
-0.6% -$1.14M 0.01% 701
2024
Q2 		$180M Sell
1,601,866
-21,437
-1% -$2.32M 0.01% 696
2024
Q1 		$177M Sell
1,623,303
-1,684,827
-51% -$175M 0.02% 693
2023
Q4 		$333M Buy
3,308,130
+166,658
+5% +$15.5M 0.03% 464
2023
Q3 		$283M Sell
3,141,472
-49,334
-2% -$4.64M 0.03% 451
2023
Q2 		$299M Buy
3,190,806
+73,561
+2% +$6.53M 0.03% 451
2023
Q1 		$274M Buy
3,117,245
+19,626
+0.6% +$1.69M 0.03% 441
2022
Q4 		$255M Buy
3,097,619
+82,205
+3% +$6.77M 0.03% 439
2022
Q3 		$229M Buy
3,015,414
+9,023
+0.3% +$767K 0.03% 452
2022
Q2 		$243M Buy
3,006,391
+71,023
+2% +$6.23M 0.03% 450
2022
Q1 		$284M Sell
2,935,368
-45,122
-2% -$4.37M 0.03% 455
2021
Q4 		$317M Buy
2,980,490
+398,807
+15% +$41M 0.04% 442
2021
Q3 		$248M Buy
2,581,683
+429,436
+20% +$42.4M 0.03% 515
2021
Q2 		$206M Buy
2,152,247
+455,256
+27% +$42.1M 0.02% 590
2021
Q1 		$149M Buy
1,696,991
+672,332
+66% +$57.4M 0.02% 677
2020
Q4 		$84.4M Buy
1,024,659
+329,857
+47% +$25.8M 0.01% 841
2020
Q3 		$50.7M Buy
694,802
+348,052
+100% +$25.1M 0.01% 962
2020
Q2 		$23.2M Buy
346,750
+92,934
+37% +$5.82M ﹤0.01% 1276
2020
Q1 		$13.9M Buy
253,816
+112,704
+80% +$7.22M ﹤0.01% 1483
2019
Q4 		$9.46M Buy
141,112
+15,904
+13% +$1.02M ﹤0.01% 2155
2019
Q3 		$7.74M Buy
125,208
+67,000
+115% +$4.1M ﹤0.01% 2342
2019
Q2 		$3.52M Buy
58,208
+9,464
+19% +$566K ﹤0.01% 2922
2019
Q1 		$2.88M Buy
48,744
+9,678
+25% +$545K ﹤0.01% 3072
2018
Q4 		$2.02M Buy
39,066
+7,462
+24% +$414K ﹤0.01% 3266
2018
Q3 		$1.89M Buy
31,604
+5,998
+23% +$352K ﹤0.01% 3499
2018
Q2 		$1.44M Sell
25,606
-814
-3% -$45.8K ﹤0.01% 3630
2018
Q1 		$1.46M Buy
26,420
+734
+3% +$41.8K ﹤0.01% 3460
2017
Q4 		$1.43M Buy
25,686
+19,756
+333% +$1.07M ﹤0.01% 3525
2017
Q3 		$309K Sell
5,930
-310
-5% -$16.1K ﹤0.01% 3975
2017
Q2 		$319K Buy
6,240
+458
+8% +$23K ﹤0.01% 3873
2017
Q1 		$284K Sell
5,782
-4,210
-42% -$202K ﹤0.01% 3942
2016
Q4 		$460K Buy
9,992
+3,894
+64% +$177K ﹤0.01% 3813
2016
Q3 		$277K Buy
6,098
+4,720
+343% +$213K ﹤0.01% 3583
2016
Q2 		$60K Hold
1,378
– – ﹤0.01% 4003
2016
Q1 		$59K Hold
1,378
– – ﹤0.01% 3861
2015
Q4 		$57K Buy
+1,378
New +$57.9K ﹤0.01% 3893

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.3% in Q2 2026, selling an estimated $1.91M and leaving 381,259 shares worth $58.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

JP Morgan Chase first reported a position in SUSA in Q4 2015 and has held it in 43 quarters since. The position peaked at $333M in Q4 2023. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • JP Morgan Chase held 381,259 shares of iShares ESG Optimized MSCI USA ETF worth $58.4M as of Q2 2026.
  • JP Morgan Chase sold 12,943 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.91M.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1364 holding.
  • JP Morgan Chase first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2015 and has held it in 43 quarters since.
  • JP Morgan Chase's iShares ESG Optimized MSCI USA ETF position peaked at $333M in Q4 2023.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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