JP Morgan Chase’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $211M | Sell |
1,380,453
-18,955
| -1% | -$2.82M | 0.01% | 738 |
|
|
2026
Q1 | $202M | Sell |
1,399,408
-25,286
| -2% | -$3.77M | 0.01% | 693 |
|
|
2025
Q4 | $198M | Buy |
1,424,694
+29,635
| +2% | +$4.12M | 0.01% | 672 |
|
|
2025
Q3 | $195M | Sell |
1,395,059
-56,409
| -4% | -$7.87M | 0.01% | 706 |
|
|
2025
Q2 | $197M | Sell |
1,451,468
-2,304
| -0.2% | -$306K | 0.01% | 689 |
|
|
2025
Q1 | $197M | Sell |
1,453,772
-234,897
| -14% | -$31.6M | 0.01% | 677 |
|
|
2024
Q4 | $223M | Buy |
1,688,669
+652,619
| +63% | +$91.1M | 0.02% | 631 |
|
|
2024
Q3 | $147M | Buy |
1,036,050
+122,858
| +13% | +$16.6M | 0.01% | 804 |
|
|
2024
Q2 | $116M | Sell |
913,192
-205,512
| -18% | -$26.5M | 0.01% | 846 |
|
|
2024
Q1 | $147M | Sell |
1,118,704
-1,203,889
| -52% | -$151M | 0.01% | 768 |
|
|
2023
Q4 | $290M | Buy |
2,322,593
+1,993,698
| +606% | +$234M | 0.03% | 502 |
|
|
2023
Q3 | $37.8M | Sell |
328,895
-7,757
| -2% | -$947K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $41.3M | Sell |
336,652
-9,125
| -3% | -$1.11M | ﹤0.01% | 1205 |
|
|
2023
Q1 | $42.8M | Sell |
345,777
-190,456
| -36% | -$24M | 0.01% | 1173 |
|
|
2022
Q4 | $67.1M | Buy |
536,233
+76,142
| +17% | +$9.4M | 0.01% | 954 |
|
|
2022
Q3 | $51.3M | Buy |
460,091
+152,274
| +49% | +$18.8M | 0.01% | 1036 |
|
|
2022
Q2 | $36.5M | Buy |
307,817
+17,122
| +6% | +$2.13M | 0.01% | 1209 |
|
|
2022
Q1 | $37.2M | Buy |
290,695
+48,501
| +20% | +$6.13M | ﹤0.01% | 1337 |
|
|
2021
Q4 | $31.3M | Buy |
242,194
+32,528
| +16% | +$4.05M | ﹤0.01% | 1474 |
|
|
2021
Q3 | $24.6M | Buy |
209,666
+14,831
| +8% | +$1.82M | ﹤0.01% | 1597 |
|
|
2021
Q2 | $23.8M | Buy |
194,835
+14,767
| +8% | +$1.83M | ﹤0.01% | 1690 |
|
|
2021
Q1 | $21.3M | Buy |
180,068
+1,563
| +0.9% | +$175K | ﹤0.01% | 1713 |
|
|
2020
Q4 | $18.9M | Buy |
178,505
+41,023
| +30% | +$4.15M | ﹤0.01% | 1664 |
|
|
2020
Q3 | $12.6M | Sell |
137,482
-6,498
| -5% | -$613K | ﹤0.01% | 1851 |
|
|
2020
Q2 | $13.1M | Sell |
143,980
-125,627
| -47% | -$11M | ﹤0.01% | 1695 |
|
|
2020
Q1 | $21.5M | Sell |
269,607
-112,452
| -29% | -$11.1M | 0.01% | 1201 |
|
|
2019
Q4 | $41.1M | Sell |
382,059
-2,175,251
| -85% | -$228M | 0.01% | 1070 |
|
|
2019
Q3 | $262M | Sell |
2,557,310
-1,318,752
| -34% | -$133M | 0.05% | 358 |
|
|
2019
Q2 | $388M | Sell |
3,876,062
-813,539
| -17% | -$81.3M | 0.08% | 275 |
|
|
2019
Q1 | $466M | Sell |
4,689,601
-445,562
| -9% | -$42.8M | 0.1% | 229 |
|
|
2018
Q4 | $460M | Buy |
5,135,163
+5,053,606
| +6,196% | +$477M | 0.11% | 206 |
|
|
2018
Q3 | $7.99M | Buy |
81,557
+7,660
| +10% | +$742K | ﹤0.01% | 2387 |
|
|
2018
Q2 | $6.85M | Buy |
73,897
+16,460
| +29% | +$1.52M | ﹤0.01% | 2444 |
|
|
2018
Q1 | $5.24M | Sell |
57,437
-30,634
| -35% | -$2.86M | ﹤0.01% | 2540 |
|
|
2017
Q4 | $8.32M | Buy |
88,071
+5,968
| +7% | +$559K | ﹤0.01% | 2268 |
|
|
2017
Q3 | $7.5M | Buy |
82,103
+376
| +0.5% | +$33.7K | ﹤0.01% | 2233 |
|
|
2017
Q2 | $7.26M | Sell |
81,727
-2,495
| -3% | -$221K | ﹤0.01% | 2208 |
|
|
2017
Q1 | $7.42M | Sell |
84,222
-21,012
| -20% | -$1.84M | ﹤0.01% | 2143 |
|
|
2016
Q4 | $9M | Buy |
105,234
+6,867
| +7% | +$577K | ﹤0.01% | 1994 |
|
|
2016
Q3 | $8.3M | Buy |
98,367
+23,024
| +31% | +$1.96M | ﹤0.01% | 1905 |
|
|
2016
Q2 | $6.32M | Sell |
75,343
-1,887
| -2% | -$153K | ﹤0.01% | 2133 |
|
|
2016
Q1 | $6.17M | Sell |
77,230
-1,592
| -2% | -$118K | ﹤0.01% | 2085 |
|
|
2015
Q4 | $5.8M | Sell |
78,822
-6,780
| -8% | -$517K | ﹤0.01% | 2130 |
|
|
2015
Q3 | $6.18M | Sell |
85,602
-80,228
| -48% | -$6.04M | ﹤0.01% | 2089 |
|
|
2015
Q2 | $12.6M | Buy |
165,830
+1,868
| +1% | +$146K | ﹤0.01% | 1750 |
|
|
2015
Q1 | $12.8M | Sell |
163,962
-168,393
| -51% | -$13.2M | ﹤0.01% | 1733 |
|
|
2014
Q4 | $26.2M | Buy |
332,355
+3,000
| +0.9% | +$234K | 0.01% | 1299 |
|
|
2014
Q3 | $24.7M | Buy |
329,355
+489
| +0.1% | +$37.1K | 0.01% | 1308 |
|
|
2014
Q2 | $25.2M | Buy |
328,866
+1,558
| +0.5% | +$117K | 0.01% | 1199 |
|
|
2014
Q1 | $24.1M | Sell |
327,308
-73,106
| -18% | -$5.26M | 0.01% | 1215 |
|
|
2013
Q4 | $29.1M | Buy |
400,414
+14,413
| +4% | +$1.04M | 0.01% | 1098 |
|
|
2013
Q3 | $26.6M | Buy |
386,001
+29,399
| +8% | +$2.03M | 0.01% | 1142 |
|
|
2013
Q2 | $23.6M | Buy |
+356,602
| New | +$24M | 0.01% | 1146 |
|
Other funds holding SDY
JIC
JP Morgan Chase's SDY Position: Q2 2026 in Review
JP Morgan Chase reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q2 2026, selling an estimated $2.82M and leaving 1,380,453 shares worth $211M. The position accounts for 0.01% of the portfolio, ranked #738.
JP Morgan Chase first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $466M in Q1 2019. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- JP Morgan Chase held 1,380,453 shares of State Street SPDR S&P Dividend ETF worth $211M as of Q2 2026.
- JP Morgan Chase sold 18,955 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.82M.
- State Street SPDR S&P Dividend ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #738 holding.
- JP Morgan Chase first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's State Street SPDR S&P Dividend ETF position peaked at $466M in Q1 2019.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.