JP Morgan Chase
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JP Morgan Chase’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

JP Morgan Chase’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,000
Closed -$254K – 7677
2025
Q1 		$254K Buy
25,000
+20,787
+493% +$213K ﹤0.01% 5139
2024
Q4 		$42.6K Hold
4,213
– – ﹤0.01% 6075
2024
Q3 		$46.8K Sell
4,213
-2
-0% -$21 ﹤0.01% 6012
2024
Q2 		$40.8K Sell
4,215
-1
-0% -$10 ﹤0.01% 5937
2024
Q1 		$41.3K Buy
+4,216
New +$40.7K ﹤0.01% 6007

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

JP Morgan Chase's VGSR Position: Q2 2025 in Review

JP Morgan Chase sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2025, closing a stake of 25,000 shares — an estimated $254K sold.

JP Morgan Chase first reported a position in VGSR in Q1 2024 and held it in 5 quarters. The position peaked at $254K in Q1 2025. 74 funds tracked by Wall St. Rank hold VGSR as of Q2 2025.

  • JP Morgan Chase reported no remaining Vert Global Sustainable Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 25,000 Vert Global Sustainable Real Estate ETF shares in Q2 2025, an estimated $254K.
  • JP Morgan Chase first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and held it in 5 quarters.
  • JP Morgan Chase's Vert Global Sustainable Real Estate ETF position peaked at $254K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.