JPMorgan Chase & Co’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
3,694
+846
| +30% | +$49.5K | ﹤0.01% | 4426 |
|
|
2025
Q1 | $152K | Buy |
2,848
+1,807
| +174% | +$96.7K | ﹤0.01% | 4555 |
|
|
2024
Q4 | $58.8K | Buy |
1,041
+483
| +87% | +$27.3K | ﹤0.01% | 4957 |
|
|
2024
Q3 | $31.1K | Sell |
558
-82
| -13% | -$4.57K | ﹤0.01% | 5110 |
|
|
2024
Q2 | $34K | Buy |
640
+273
| +74% | +$14.5K | ﹤0.01% | 5022 |
|
|
2024
Q1 | $19 | Buy |
+367
| New | +$19 | ﹤0.01% | 6158 |
|