JP Morgan Chase
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JP Morgan Chase’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

JP Morgan Chase’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Sell
37,503
-28
-0.1% -$3.73K ﹤0.01% 3375
2025
Q4 		$4.96M Sell
37,531
-224
-0.6% -$29.1K ﹤0.01% 3323
2025
Q3 		$4.81M Sell
37,755
-3,194
-8% -$400K ﹤0.01% 3406
2025
Q2 		$5.11M Sell
40,949
-30
-0.1% -$3.49K ﹤0.01% 3143
2025
Q1 		$4.68M Buy
40,979
+121
+0.3% +$14.3K ﹤0.01% 3226
2024
Q4 		$4.73M Sell
40,858
-4,789
-10% -$563K ﹤0.01% 3399
2024
Q3 		$5.19M Sell
45,647
-431
-0.9% -$47.5K ﹤0.01% 3191
2024
Q2 		$5.01M Sell
46,078
-5,834
-11% -$612K ﹤0.01% 3035
2024
Q1 		$5.5M Sell
51,912
-110
-0.2% -$11.1K ﹤0.01% 3027
2023
Q4 		$4.94M Sell
52,022
-1,977
-4% -$176K ﹤0.01% 3092
2023
Q3 		$4.59M Buy
53,999
+14
+0% +$1.24K ﹤0.01% 2904
2023
Q2 		$4.75M Sell
53,985
-1,083
-2% -$91.2K ﹤0.01% 2910
2023
Q1 		$4.57M Sell
55,068
-5,744
-9% -$468K ﹤0.01% 2898
2022
Q4 		$4.79M Buy
60,812
+2,419
+4% +$191K ﹤0.01% 2857
2022
Q3 		$4.25M Buy
58,393
+24,518
+72% +$1.96M ﹤0.01% 2876
2022
Q2 		$2.57M Buy
33,875
+12,277
+57% +$1.02M ﹤0.01% 3333
2022
Q1 		$1.99M Sell
21,598
-2,205
-9% -$204K ﹤0.01% 3752
2021
Q4 		$2.43M Buy
23,803
+148
+0.6% +$15.3K ﹤0.01% 3707
2021
Q3 		$2.39M Buy
23,655
+24
+0.1% +$2.49K ﹤0.01% 3648
2021
Q2 		$2.4M Buy
23,631
+322
+1% +$31.9K ﹤0.01% 3664
2021
Q1 		$2.21M Buy
23,309
+903
+4% +$84.1K ﹤0.01% 3647
2020
Q4 		$2.01M Sell
22,406
-191
-0.8% -$15.8K ﹤0.01% 3471
2020
Q3 		$1.72M Sell
22,597
-14
-0.1% -$1.05K ﹤0.01% 3339
2020
Q2 		$1.61M Sell
22,611
-600
-3% -$40.5K ﹤0.01% 3245
2020
Q1 		$1.37M Sell
23,211
-883
-4% -$63.8K ﹤0.01% 3218
2019
Q4 		$1.86M Sell
24,094
-2,218
-8% -$167K ﹤0.01% 3432
2019
Q3 		$1.93M Hold
26,312
– – ﹤0.01% 3440
2019
Q2 		$1.93M Hold
26,312
– – ﹤0.01% 3404
2019
Q1 		$1.87M Hold
26,312
– – ﹤0.01% 3375
2018
Q4 		$1.68M Sell
26,312
-22
-0.1% -$1.57K ﹤0.01% 3411
2018
Q3 		$2.02M Buy
26,334
+15,448
+142% +$1.17M ﹤0.01% 3456
2018
Q2 		$787K Buy
+10,886
New +$779K ﹤0.01% 3948

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.07% in Q1 2026, selling an estimated $3.73K and leaving 37,503 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3375.

JP Morgan Chase first reported a position in SHE in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.5M in Q1 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • JP Morgan Chase held 37,503 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $4.68M as of Q1 2026.
  • JP Morgan Chase sold 28 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $3.73K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3375 holding.
  • JP Morgan Chase first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2018 and has held it in 32 quarters since.
  • JP Morgan Chase's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $5.5M in Q1 2024.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

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