JP Morgan Chase
SLYV icon

JP Morgan Chase’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

JP Morgan Chase’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.26M Buy
29,937
+1,694
+6% +$175K ﹤0.01% 3817
2026
Q1 		$2.62M Buy
28,243
+6,105
+28% +$590K ﹤0.01% 3899
2025
Q4 		$2.01M Buy
22,138
+4,171
+23% +$375K ﹤0.01% 4066
2025
Q3 		$1.59M Buy
17,967
+2,714
+18% +$231K ﹤0.01% 4250
2025
Q2 		$1.22M Buy
15,253
+1,908
+14% +$145K ﹤0.01% 4252
2025
Q1 		$1.05M Buy
13,345
+2,435
+22% +$207K ﹤0.01% 4322
2024
Q4 		$952K Buy
10,910
+1,901
+21% +$170K ﹤0.01% 4667
2024
Q3 		$782K Buy
9,009
+4,887
+119% +$409K ﹤0.01% 4619
2024
Q2 		$323K Sell
4,122
-3,552
-46% -$282K ﹤0.01% 4909
2024
Q1 		$637K Buy
7,674
+2
+0% +$160 ﹤0.01% 4637
2023
Q4 		$639K Buy
7,672
+4,725
+160% +$349K ﹤0.01% 4634
2023
Q3 		$213K Buy
2,947
+70
+2% +$5.41K ﹤0.01% 5034
2023
Q2 		$222K Sell
2,877
-499
-15% -$37.1K ﹤0.01% 5015
2023
Q1 		$257K Sell
3,376
-2,592
-43% -$206K ﹤0.01% 4910
2022
Q4 		$443K Buy
5,968
+5,637
+1,703% +$423K ﹤0.01% 4597
2022
Q3 		$22K Sell
331
-269
-45% -$20.2K ﹤0.01% 5778
2022
Q2 		$43K Buy
600
+122
+26% +$9.53K ﹤0.01% 5704
2022
Q1 		$40K Buy
+478
New +$39.6K ﹤0.01% 5877
2021
Q4 		– Sell
-706
Closed -$58K – 6933
2021
Q3 		$58K Sell
706
-400
-36% -$32.8K ﹤0.01% 5786
2021
Q2 		$95K Buy
1,106
+295
+36% +$25.1K ﹤0.01% 5565
2021
Q1 		$67K Buy
811
+171
+27% +$13.2K ﹤0.01% 5469
2020
Q4 		$42K Buy
640
+360
+129% +$21.4K ﹤0.01% 5196
2020
Q3 		$14K Buy
280
+130
+87% +$6.67K ﹤0.01% 5218
2020
Q2 		$7K Buy
+150
New +$6.87K ﹤0.01% 5161
2019
Q3 		– Sell
-82
Closed -$5K – 5936
2019
Q2 		$5K Buy
+82
New +$4.97K ﹤0.01% 5634
2018
Q2 		– Sell
-100,000
Closed -$6.17M – 5680
2018
Q1 		$6.17M Buy
+100,000
New +$6.29M ﹤0.01% 2397

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

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

JP Morgan Chase increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 6% in Q2 2026, buying an estimated $175K and bringing the position to 29,937 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

JP Morgan Chase first reported a position in SLYV in Q1 2018 and has held it in 26 quarters since. The position peaked at $6.17M in Q1 2018. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • JP Morgan Chase held 29,937 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.26M as of Q2 2026.
  • JP Morgan Chase bought 1,694 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $175K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3817 holding.
  • JP Morgan Chase first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and has held it in 26 quarters since.
  • JP Morgan Chase's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.17M in Q1 2018.
  • 616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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