JP Morgan Chase
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JP Morgan Chase’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

JP Morgan Chase’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.71M Sell
190,834
-5,946
-3% -$236K ﹤0.01% 3046
2026
Q1 		$6.98M Sell
196,780
-3,967
-2% -$150K ﹤0.01% 3003
2025
Q4 		$7.21M Sell
200,747
-281
-0.1% -$9.95K ﹤0.01% 2989
2025
Q3 		$7.02M Sell
201,028
-2,882
-1% -$96.5K ﹤0.01% 3055
2025
Q2 		$6.66M Sell
203,910
-108,086
-35% -$3.32M ﹤0.01% 2899
2025
Q1 		$9.23M Buy
311,996
+116,235
+59% +$3.41M ﹤0.01% 2618
2024
Q4 		$5.47M Buy
195,761
+173,886
+795% +$5.08M ﹤0.01% 3259
2024
Q3 		$666K Sell
21,875
-142,403
-87% -$4.13M ﹤0.01% 4726
2024
Q2 		$4.65M Sell
164,278
-23,148
-12% -$656K ﹤0.01% 3090
2024
Q1 		$5.32M Buy
187,426
+9,635
+5% +$263K ﹤0.01% 3053
2023
Q4 		$4.81M Buy
177,791
+176,353
+12,264% +$4.49M ﹤0.01% 3127
2023
Q3 		$35.8K Buy
1,438
+211
+17% +$5.46K ﹤0.01% 5911
2023
Q2 		$32.1K Buy
1,227
+1,111
+958% +$28.9K ﹤0.01% 5818
2023
Q1 		$2.98K Buy
+116
New +$2.95K ﹤0.01% 6384
2022
Q1 		– Sell
-408
Closed -$12K – 6659
2021
Q4 		$12K Hold
408
– – ﹤0.01% 6297
2021
Q3 		$12K Hold
408
– – ﹤0.01% 6133
2021
Q2 		$12K Hold
408
– – ﹤0.01% 6012
2021
Q1 		$12K Sell
408
-1,320
-76% -$38.2K ﹤0.01% 5773
2020
Q4 		$48K Hold
1,728
– – ﹤0.01% 5165
2020
Q3 		$41K Sell
1,728
-3,180
-65% -$76.7K ﹤0.01% 4996
2020
Q2 		$111K Sell
4,908
-775,712
-99% -$16.6M ﹤0.01% 4528
2020
Q1 		$15.4M Buy
780,620
+772,426
+9,427% +$18.2M ﹤0.01% 1430
2019
Q4 		$211K Sell
8,194
-2
-0% -$50 ﹤0.01% 4647
2019
Q3 		$197K Buy
8,196
+139
+2% +$3.32K ﹤0.01% 4640
2019
Q2 		$196K Buy
8,057
+27
+0.3% +$654 ﹤0.01% 4676
2019
Q1 		$194K Hold
8,030
– – ﹤0.01% 4637
2018
Q4 		$175K Buy
8,030
+3,530
+78% +$81.3K ﹤0.01% 4644
2018
Q3 		$112K Hold
4,500
– – ﹤0.01% 4906
2018
Q2 		$111K Buy
+4,500
New +$116K ﹤0.01% 4800
2017
Q4 		– Sell
-300
Closed -$8K – 5451
2017
Q3 		$8K Buy
+300
New +$7.38K ﹤0.01% 4747

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 3% in Q2 2026, selling an estimated $236K and leaving 190,834 shares worth $7.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

JP Morgan Chase first reported a position in CWI in Q3 2017 and has held it in 30 quarters since. The position peaked at $15.4M in Q1 2020. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • JP Morgan Chase held 190,834 shares of State Street SPDR MSCI ACWI ex-US ETF worth $7.71M as of Q2 2026.
  • JP Morgan Chase sold 5,946 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $236K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3046 holding.
  • JP Morgan Chase first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2017 and has held it in 30 quarters since.
  • JP Morgan Chase's State Street SPDR MSCI ACWI ex-US ETF position peaked at $15.4M in Q1 2020.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

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