JP Morgan Chase
MDYV icon

JP Morgan Chase’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

JP Morgan Chase’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.72M Sell
32,741
-557
-2% -$49.1K ﹤0.01% 3866
2025
Q4 		$2.82M Sell
33,298
-11,212
-25% -$939K ﹤0.01% 3827
2025
Q3 		$3.71M Buy
44,510
+22,302
+100% +$1.84M ﹤0.01% 3618
2025
Q2 		$1.76M Buy
22,208
+6,571
+42% +$498K ﹤0.01% 4005
2025
Q1 		$1.2M Sell
15,637
-281
-2% -$22.6K ﹤0.01% 4223
2024
Q4 		$1.28M Buy
15,918
+1,160
+8% +$95.3K ﹤0.01% 4453
2024
Q3 		$1.17M Buy
14,758
+410
+3% +$31.3K ﹤0.01% 4366
2024
Q2 		$1.05M Buy
14,348
+872
+6% +$64K ﹤0.01% 4244
2024
Q1 		$1.02M Sell
13,476
-1,000
-7% -$72.4K ﹤0.01% 4328
2023
Q4 		$1.06M Buy
14,476
+1,226
+9% +$81.1K ﹤0.01% 4291
2023
Q3 		$859K Sell
13,250
-588
-4% -$40.4K ﹤0.01% 4151
2023
Q2 		$952K Sell
13,838
-310
-2% -$20.3K ﹤0.01% 4100
2023
Q1 		$935K Sell
14,148
-3,183
-18% -$219K ﹤0.01% 4088
2022
Q4 		$1.12M Buy
17,331
+11,696
+208% +$751K ﹤0.01% 3960
2022
Q3 		$326K Hold
5,635
– – ﹤0.01% 4704
2022
Q2 		$341K Hold
5,635
– – ﹤0.01% 4775
2022
Q1 		$397K Sell
5,635
-23
-0.4% -$1.59K ﹤0.01% 4841
2021
Q4 		$403K Buy
5,658
+545
+11% +$38.1K ﹤0.01% 4966
2021
Q3 		$339K Sell
5,113
-400
-7% -$26.9K ﹤0.01% 4944
2021
Q2 		$373K Buy
5,513
+423
+8% +$29K ﹤0.01% 4877
2021
Q1 		$333K Hold
5,090
– – ﹤0.01% 4909
2020
Q4 		$282K Buy
5,090
+85
+2% +$4.29K ﹤0.01% 4681
2020
Q3 		$215K Buy
5,005
+740
+17% +$32.8K ﹤0.01% 4328
2020
Q2 		$182K Buy
4,265
+2,020
+90% +$81.4K ﹤0.01% 4309
2020
Q1 		$79K Buy
2,245
+290
+15% +$14K ﹤0.01% 4592
2019
Q4 		$107K Buy
+1,955
New +$103K ﹤0.01% 4874
2019
Q3 		– Sell
-100
Closed -$5K – 5866
2019
Q2 		$5K Buy
+100
New +$5.1K ﹤0.01% 5628

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.7% in Q1 2026, selling an estimated $49.1K and leaving 32,741 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

JP Morgan Chase first reported a position in MDYV in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.71M in Q3 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • JP Morgan Chase held 32,741 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.72M as of Q1 2026.
  • JP Morgan Chase sold 557 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $49.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3866 holding.
  • JP Morgan Chase first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and has held it in 27 quarters since.
  • JP Morgan Chase's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.71M in Q3 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

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