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
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 $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase's XVV Position: Q1 2026 in Review

JP Morgan Chase increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 16% in Q1 2026, buying an estimated $233K and bringing the position to 32,503 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

JP Morgan Chase first reported a position in XVV in Q2 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • JP Morgan Chase held 32,503 shares of iShares ESG Screened S&P 500 ETF worth $1.55M as of Q1 2026.
  • JP Morgan Chase bought 4,488 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $233K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4288 holding.
  • JP Morgan Chase first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.