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
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 $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return