JP Morgan Chase
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JP Morgan Chase’s Invesco S&P Spin-Off ETF CSD Stock Holding History

JP Morgan Chase’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,715
Closed -$160K – 7492
2025
Q3 		$160K Buy
+1,715
New +$151K ﹤0.01% 5638
2022
Q4 		– Sell
-880
Closed -$42K – 6607
2022
Q3 		$42K Buy
+880
New +$46.6K ﹤0.01% 5603
2020
Q2 		– Sell
-5,500
Closed -$157K – 5421
2020
Q1 		$157K Buy
+5,500
New +$235K ﹤0.01% 4366
2019
Q4 		– Sell
-292,452
Closed -$13.6M – 5636
2019
Q3 		$13.6M Sell
292,452
-6,270
-2% -$297K ﹤0.01% 1889
2019
Q2 		$14.8M Sell
298,722
-6,508
-2% -$327K ﹤0.01% 1798
2019
Q1 		$15.4M Sell
305,230
-5,645
-2% -$275K ﹤0.01% 1731
2018
Q4 		$13.2M Buy
310,875
+60,204
+24% +$2.91M ﹤0.01% 1796
2018
Q3 		$13.8M Buy
250,671
+55,628
+29% +$3.06M ﹤0.01% 1943
2018
Q2 		$10.6M Buy
+195,043
New +$10.6M ﹤0.01% 2095

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTI
Hikari Tsushin Inc Tokyo, Japan $1.45B AUM 3.37% 1-Year Est. Return

JP Morgan Chase's CSD Position: Q4 2025 in Review

JP Morgan Chase sold out of Invesco S&P Spin-Off ETF (CSD) in Q4 2025, closing a stake of 1,715 shares — an estimated $160K sold.

JP Morgan Chase first reported a position in CSD in Q2 2018 and held it in 9 quarters. The position peaked at $15.4M in Q1 2019. 33 funds tracked by Wall St. Rank hold CSD as of Q4 2025.

  • JP Morgan Chase reported no remaining Invesco S&P Spin-Off ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,715 Invesco S&P Spin-Off ETF shares in Q4 2025, an estimated $160K.
  • JP Morgan Chase first reported a position in Invesco S&P Spin-Off ETF in Q2 2018 and held it in 9 quarters.
  • JP Morgan Chase's Invesco S&P Spin-Off ETF position peaked at $15.4M in Q1 2019.
  • 33 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.