JP Morgan Chase’s Global X Defense Tech ETF SHLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258M	Buy	4,389,422 +624,217	+17%	+$41.5M	0.01%	665
2026 Q1	$257M	Buy	3,765,205 +1,275,339	+51%	+$95M	0.02%	600
2025 Q4	$161M	Buy	2,489,866 +190,394	+8%	+$12.5M	0.01%	746
2025 Q3	$162M	Buy	2,299,472 +2,007,626	+688%	+$126M	0.01%	781
2025 Q2	$17.6M	Buy	291,846 +195,246	+202%	+$10.5M	﹤0.01%	2051
2025 Q1	$4.5M	Buy	+96,600	New	+$4.09M	﹤0.01%	3249

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

JP Morgan Chase increased its Global X Defense Tech ETF (SHLD) stake by 17% in Q2 2026, buying an estimated $41.5M and bringing the position to 4,389,422 shares worth $258M. The position accounts for 0.01% of the portfolio, ranked #665.

JP Morgan Chase first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

JP Morgan Chase held 4,389,422 shares of Global X Defense Tech ETF worth $258M as of Q2 2026.
JP Morgan Chase bought 624,217 Global X Defense Tech ETF shares in Q2 2026, an estimated $41.5M.
Global X Defense Tech ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #665 holding.
JP Morgan Chase first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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