JP Morgan Chase
XVV icon

JP Morgan Chase’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

JP Morgan Chase’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Sell
29,218
-3,285
-10% -$182K ﹤0.01% 4333
2026
Q1 		$1.55M Buy
32,503
+4,488
+16% +$233K ﹤0.01% 4288
2025
Q4 		$1.48M Buy
28,015
+749
+3% +$39.1K ﹤0.01% 4336
2025
Q3 		$1.4M Buy
27,266
+2,252
+9% +$111K ﹤0.01% 4339
2025
Q2 		$1.19M Buy
25,014
+15,983
+177% +$702K ﹤0.01% 4270
2025
Q1 		$386K Buy
9,031
+4,461
+98% +$202K ﹤0.01% 4931
2024
Q4 		$207K Sell
4,570
-1,584
-26% -$72K ﹤0.01% 5459
2024
Q3 		$272K Sell
6,154
-1,209
-16% -$51.5K ﹤0.01% 5260
2024
Q2 		$310K Buy
+7,363
New +$296K ﹤0.01% 4925

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 10% in Q2 2026, selling an estimated $182K and leaving 29,218 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #4333.

JP Morgan Chase first reported a position in XVV in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • JP Morgan Chase held 29,218 shares of iShares ESG Screened S&P 500 ETF worth $1.65M as of Q2 2026.
  • JP Morgan Chase sold 3,285 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $182K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4333 holding.
  • JP Morgan Chase first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

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