JP Morgan Chase
SUSL icon

JP Morgan Chase’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

JP Morgan Chase’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.7M Sell
422,643
-20,369
-5% -$2.6M ﹤0.01% 1395
2026
Q1 		$48.8M Sell
443,012
-827
-0.2% -$99.4K ﹤0.01% 1414
2025
Q4 		$53.8M Sell
443,839
-2,332
-0.5% -$279K ﹤0.01% 1321
2025
Q3 		$52.2M Sell
446,171
-14,472
-3% -$1.63M ﹤0.01% 1387
2025
Q2 		$49.9M Sell
460,643
-23,318
-5% -$2.32M ﹤0.01% 1327
2025
Q1 		$46.4M Sell
483,961
-53,818
-10% -$5.49M ﹤0.01% 1352
2024
Q4 		$55.4M Sell
537,779
-36,195
-6% -$3.77M ﹤0.01% 1260
2024
Q3 		$58.3M Sell
573,974
-33,686
-6% -$3.31M ﹤0.01% 1229
2024
Q2 		$59.2M Sell
607,660
-71,901
-11% -$6.72M ﹤0.01% 1167
2024
Q1 		$63.8M Sell
679,561
-68,020
-9% -$6.06M 0.01% 1157
2023
Q4 		$63.1M Sell
747,581
-18,037
-2% -$1.42M 0.01% 1104
2023
Q3 		$57.7M Sell
765,618
-8,905
-1% -$697K 0.01% 1044
2023
Q2 		$60M Sell
774,523
-89,054
-10% -$6.5M 0.01% 1044
2023
Q1 		$61.5M Sell
863,577
-162,156
-16% -$11.2M 0.01% 998
2022
Q4 		$68M Buy
1,025,733
+1,017,346
+12,130% +$67.4M 0.01% 946
2022
Q3 		$518K Sell
8,387
-10,148
-55% -$700K ﹤0.01% 4443
2022
Q2 		$1.23M Buy
18,535
+15,098
+439% +$1.08M ﹤0.01% 3924
2022
Q1 		$273K Buy
+3,437
New +$269K ﹤0.01% 5018

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 4.6% in Q2 2026, selling an estimated $2.6M and leaving 422,643 shares worth $55.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

JP Morgan Chase first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $68M in Q4 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • JP Morgan Chase held 422,643 shares of iShares ESG MSCI USA Leaders ETF worth $55.7M as of Q2 2026.
  • JP Morgan Chase sold 20,369 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $2.6M.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1395 holding.
  • JP Morgan Chase first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • JP Morgan Chase's iShares ESG MSCI USA Leaders ETF position peaked at $68M in Q4 2022.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

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