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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6% in Q2 2026, selling an estimated $12.3M and leaving 285,765 shares worth $199M. The position accounts for 0.01% of the portfolio, ranked #755.

JP Morgan Chase first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $472M in Q4 2014. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

JP Morgan Chase held 285,765 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $199M as of Q2 2026.
JP Morgan Chase sold 18,397 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $12.3M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #755 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 53 quarters since.
JP Morgan Chase's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $472M in Q4 2014.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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