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
2026 Q2	$119K	Buy	+815	New	+$109K	﹤0.01%	5919
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 815 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #5919 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in CSD as recently as Q3 2025.

JP Morgan Chase first reported a position in CSD in Q2 2018 and has held it in 10 quarters since. The position peaked at $15.4M in Q1 2019. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

JP Morgan Chase held 815 shares of Invesco S&P Spin-Off ETF worth $119K as of Q2 2026.
Invesco S&P Spin-Off ETF was a new JP Morgan Chase position in Q2 2026.
Invesco S&P Spin-Off ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5919 holding.
JP Morgan Chase first reported a position in Invesco S&P Spin-Off ETF in Q2 2018 and has held it in 10 quarters since.
JP Morgan Chase's Invesco S&P Spin-Off ETF position peaked at $15.4M in Q1 2019.
54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

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