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

JP Morgan Chase’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-130
Closed -$5.43K – 7769
2024
Q3 		$5.43K Sell
130
-688
-84% -$27.7K ﹤0.01% 6468
2024
Q2 		$31K Buy
+818
New +$31K ﹤0.01% 6028
2023
Q4 		– Sell
-593
Closed -$19.6K – 7912
2023
Q3 		$19.6K Buy
+593
New +$20.8K ﹤0.01% 6073

Other funds holding XJR

B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

JP Morgan Chase's XJR Position: Q4 2024 in Review

JP Morgan Chase sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2024, closing a stake of 130 shares — an estimated $5.43K sold.

JP Morgan Chase first reported a position in XJR in Q3 2023 and held it in 3 quarters. The position peaked at $31K in Q2 2024. 75 funds tracked by Wall St. Rank hold XJR as of Q4 2024.

  • JP Morgan Chase reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 130 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2024, an estimated $5.43K.
  • JP Morgan Chase first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2023 and held it in 3 quarters.
  • JP Morgan Chase's iShares ESG Screened S&P Small-Cap ETF position peaked at $31K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.