JP Morgan Chase
XJH icon

JP Morgan Chase’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

JP Morgan Chase’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$113K Buy
2,179
+150
+7% +$7.42K ﹤0.01% 5957
2026
Q1 		$89.3K Buy
2,029
+1,521
+299% +$71.2K ﹤0.01% 5893
2025
Q4 		$22.7K Buy
508
+205
+68% +$9.04K ﹤0.01% 6473
2025
Q3 		$13.3K Sell
303
-291
-49% -$12.5K ﹤0.01% 6577
2025
Q2 		$24.7K Buy
594
+432
+267% +$17K ﹤0.01% 6129
2025
Q1 		$6.34K Sell
162
-92
-36% -$3.83K ﹤0.01% 6395
2024
Q4 		$10.6K Sell
254
-2,601
-91% -$112K ﹤0.01% 6382
2024
Q3 		$121K Buy
2,855
+1,798
+170% +$73.3K ﹤0.01% 5622
2024
Q2 		$41.8K Buy
+1,057
New +$41.9K ﹤0.01% 5928
2024
Q1 		– Sell
-2,633
Closed -$99.3K – 7944
2023
Q4 		$99.3K Buy
2,633
+2,212
+525% +$76K ﹤0.01% 5735
2023
Q3 		$14.3K Buy
+421
New +$15K ﹤0.01% 6164
2023
Q2 		– Sell
-65
Closed -$2.2K – 7380
2023
Q1 		$2.2K Buy
+65
New +$2.25K ﹤0.01% 6393

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

JP Morgan Chase increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 7.4% in Q2 2026, buying an estimated $7.42K and bringing the position to 2,179 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #5957.

JP Morgan Chase first reported a position in XJH in Q1 2023 and has held it in 12 quarters since. The position peaked at $121K in Q3 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • JP Morgan Chase held 2,179 shares of iShares ESG Screened S&P Mid-Cap ETF worth $113K as of Q2 2026.
  • JP Morgan Chase bought 150 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.42K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5957 holding.
  • JP Morgan Chase first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's iShares ESG Screened S&P Mid-Cap ETF position peaked at $121K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

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