JP Morgan Chase
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JP Morgan Chase’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

JP Morgan Chase’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.4M Buy
531,659
+10,736
+2% +$695K ﹤0.01% 1707
2026
Q1 		$27.8M Buy
520,923
+19,970
+4% +$1.16M ﹤0.01% 1807
2025
Q4 		$28.8M Buy
500,953
+1,513
+0.3% +$87.1K ﹤0.01% 1744
2025
Q3 		$28.6M Buy
499,440
+6,410
+1% +$358K ﹤0.01% 1806
2025
Q2 		$26.6M Sell
493,030
-131,534
-21% -$6.43M ﹤0.01% 1747
2025
Q1 		$29.1M Buy
624,564
+15,508
+3% +$770K ﹤0.01% 1631
2024
Q4 		$30.3M Buy
609,056
+133,495
+28% +$6.78M ﹤0.01% 1663
2024
Q3 		$23.3M Sell
475,561
-749
-0.2% -$35.3K ﹤0.01% 1860
2024
Q2 		$22.2M Buy
476,310
+33,341
+8% +$1.49M ﹤0.01% 1792
2024
Q1 		$20M Buy
442,969
+36,499
+9% +$1.55M ﹤0.01% 1885
2023
Q4 		$16.2M Buy
406,470
+9,380
+2% +$343K ﹤0.01% 2018
2023
Q3 		$13.8M Sell
397,090
-25,613
-6% -$926K ﹤0.01% 1980
2023
Q2 		$15.2M Buy
422,703
+22,296
+6% +$753K ﹤0.01% 1921
2023
Q1 		$13.2M Buy
400,407
+63,274
+19% +$2.04M ﹤0.01% 2024
2022
Q4 		$10.3M Buy
+337,133
New +$10.2M ﹤0.01% 2225

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

JP Morgan Chase increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.1% in Q2 2026, buying an estimated $695K and bringing the position to 531,659 shares worth $36.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

JP Morgan Chase first reported a position in USXF in Q4 2022 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • JP Morgan Chase held 531,659 shares of iShares ESG Advanced MSCI USA ETF worth $36.4M as of Q2 2026.
  • JP Morgan Chase bought 10,736 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $695K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1707 holding.
  • JP Morgan Chase first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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