JP Morgan Chase
OVL icon

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
Q2 		$4.89M Sell
87,170
-1,246
-1% -$69.4K ﹤0.01% 3476
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

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

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

JP Morgan Chase reduced its Overlay Shares Large Cap Equity ETF (OVL) stake by 1.4% in Q2 2026, selling an estimated $69.4K and leaving 87,170 shares worth $4.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

JP Morgan Chase first reported a position in OVL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.89M in Q3 2024. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • JP Morgan Chase held 87,170 shares of Overlay Shares Large Cap Equity ETF worth $4.89M as of Q2 2026.
  • JP Morgan Chase sold 1,246 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $69.4K.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3476 holding.
  • JP Morgan Chase first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's Overlay Shares Large Cap Equity ETF position peaked at $7.89M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

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