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	–	6225
2020 Q4	$252K	Hold	600	–	–	﹤0.01%	4722
2020 Q3	$202K	Hold	600	–	–	﹤0.01%	4357
2020 Q2	$195K	Hold	600	–	–	﹤0.01%	4275
2020 Q1	$158K	Hold	600	–	–	﹤0.01%	4361
2019 Q4	$225K	Hold	600	–	–	﹤0.01%	4617
2019 Q3	$211K	Hold	600	–	–	﹤0.01%	4607
2019 Q2	$210K	Buy	+600	New	+$210K	﹤0.01%	4645
2018 Q1	–	Sell	-70,000	Closed	-$24.2M	–	5531
2017 Q4	$24.2M	Buy	+70,000	New	+$23.6M	0.01%	1442
2017 Q1	–	Sell	-252,500	Closed	-$76.2M	–	5159
2016 Q4	$76.2M	Sell	252,500 -100	-0%	-$28.9K	0.02%	696
2016 Q3	$71.3M	Sell	252,600 -53,900	-18%	-$15.2M	0.02%	686
2016 Q2	$83.5M	Hold	306,500	–	–	0.02%	622
2016 Q1	$80.5M	Sell	306,500 -171,200	-36%	-$41.7M	0.02%	605
2015 Q4	$121M	Buy	477,700 +54,000	+13%	+$14.1M	0.03%	502
2015 Q3	$105M	Buy	423,700 +230,400	+119%	+$61M	0.03%	523
2015 Q2	$52.8M	Sell	193,300 -246,700	-56%	-$68.6M	0.01%	856
2015 Q1	$122M	Sell	440,000 -139,700	-24%	-$37.7M	0.03%	565
2014 Q4	$153M	Buy	579,700 +358,500	+162%	+$91.8M	0.04%	501
2014 Q3	$55.1M	Buy	+221,200	New	+$56.8M	0.01%	844
2014 Q1	–	Sell	-32,400	Closed	-$7.91M	–	3784
2013 Q4	$7.91M	Hold	32,400	–	–	﹤0.01%	1895
2013 Q3	$7.33M	Sell	32,400 -121,500	-79%	-$27M	﹤0.01%	1948
2013 Q2	$32.3M	Buy	+153,900	New	+$32.5M	0.01%	971

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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.