JP Morgan Chase’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

JP Morgan Chase’s Portfolio OVL Stock Details OVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.3M	Sell	88,416 -1,268	-1%	-$67.1K	﹤0.01%	3463
2025 Q4	$4.77M	Sell	89,684 -3,448	-4%	-$182K	﹤0.01%	3351
2025 Q3	$4.87M	Sell	93,132 -4,170	-4%	-$209K	﹤0.01%	3391
2025 Q2	$4.7M	Sell	97,302 -78	-0.1%	-$3.46K	﹤0.01%	3236
2025 Q1	$4.26M	Buy	97,380 +62,908	+182%	+$2.94M	﹤0.01%	3294
2024 Q4	$1.61M	Sell	34,472 -135,304	-80%	-$6.4M	﹤0.01%	4311
2024 Q3	$7.89M	Sell	169,776 -1,154	-0.7%	-$51.3K	﹤0.01%	2820
2024 Q2	$7.54M	Buy	170,930 +88,670	+108%	+$3.72M	﹤0.01%	2707
2024 Q1	$3.51M	Sell	82,260 -6,661	-7%	-$266K	﹤0.01%	3396
2023 Q4	$3.35M	Buy	88,921 +12,139	+16%	+$427K	﹤0.01%	3434
2023 Q3	$2.61M	Sell	76,782 -80,424	-51%	-$2.86M	﹤0.01%	3357
2023 Q2	$5.64M	Buy	157,206 +106,814	+212%	+$3.6M	﹤0.01%	2769
2023 Q1	$1.66M	Buy	50,392 +32,573	+183%	+$1.04M	﹤0.01%	3669
2022 Q4	$543K	Buy	+17,819	New	+$550K	﹤0.01%	4459

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

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

JP Morgan Chase reduced its Overlay Shares Large Cap Equity ETF (OVL) stake by 1.4% in Q1 2026, selling an estimated $67.1K and leaving 88,416 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

JP Morgan Chase first reported a position in OVL in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.89M in Q3 2024. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

JP Morgan Chase held 88,416 shares of Overlay Shares Large Cap Equity ETF worth $4.3M as of Q1 2026.
JP Morgan Chase sold 1,268 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $67.1K.
Overlay Shares Large Cap Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3463 holding.
JP Morgan Chase first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
JP Morgan Chase's Overlay Shares Large Cap Equity ETF position peaked at $7.89M in Q3 2024.
36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

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