JP Morgan Chase
MDY icon

JP Morgan Chase’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

JP Morgan Chase’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$252K – 6224
2020
Q4 		$252K Hold
600
– – ﹤0.01% 4721
2020
Q3 		$202K Hold
600
– – ﹤0.01% 4356
2020
Q2 		$195K Hold
600
– – ﹤0.01% 4274
2020
Q1 		$158K Hold
600
– – ﹤0.01% 4360
2019
Q4 		$225K Hold
600
– – ﹤0.01% 4616
2019
Q3 		$211K Hold
600
– – ﹤0.01% 4606
2019
Q2 		$210K Buy
+600
New +$210K ﹤0.01% 4644
2016
Q4 		– Sell
-335,100
Closed -$94.6M – 5078
2016
Q3 		$94.6M Sell
335,100
-358,000
-52% -$101M 0.02% 574
2016
Q2 		$189M Hold
693,100
– – 0.05% 381
2016
Q1 		$182M Buy
693,100
+202,100
+41% +$49.2M 0.05% 392
2015
Q4 		$125M Buy
491,000
+77,000
+19% +$20M 0.03% 496
2015
Q3 		$103M Buy
414,000
+178,500
+76% +$47.3M 0.03% 531
2015
Q2 		$64.3M Sell
235,500
-22,600
-9% -$6.28M 0.02% 769
2015
Q1 		$71.6M Sell
258,100
-191,500
-43% -$51.6M 0.02% 750
2014
Q4 		$119M Buy
449,600
+130,300
+41% +$33.4M 0.03% 576
2014
Q3 		$79.6M Buy
+319,300
New +$81.9M 0.02% 716
2013
Q3 		– Sell
-237,000
Closed -$49.8M – 4425
2013
Q2 		$49.8M Buy
+237,000
New +$50.1M 0.02% 755

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 18% in Q1 2026, selling an estimated $42.1M and leaving 304,162 shares worth $182M. The position accounts for 0.01% of the portfolio, ranked #727.

JP Morgan Chase first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $472M in Q4 2014. 1,449 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • JP Morgan Chase held 304,162 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $182M as of Q1 2026.
  • JP Morgan Chase sold 66,457 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $42.1M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #727 holding.
  • JP Morgan Chase first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $472M in Q4 2014.
  • 1,449 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

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