JP Morgan Chase
SMLV icon

JP Morgan Chase’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

JP Morgan Chase’s Portfolio SMLV Stock Details SMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Hold
2,320
– – ﹤0.01% 5284
2026
Q1 		$314K Buy
2,320
+1,275
+122% +$177K ﹤0.01% 5260
2025
Q4 		$137K Buy
+1,045
New +$136K ﹤0.01% 5725
2025
Q1 		– Sell
-2,094
Closed -$267K – 7691
2024
Q4 		$267K Buy
2,094
+1,393
+199% +$182K ﹤0.01% 5352
2024
Q3 		$87.1K Buy
701
+658
+1,530% +$79.5K ﹤0.01% 5757
2024
Q2 		$4.73K Sell
43
-2,971
-99% -$322K ﹤0.01% 6396
2024
Q1 		$338K Buy
3,014
+56
+2% +$6.09K ﹤0.01% 5039
2023
Q4 		$333K Buy
+2,958
New +$302K ﹤0.01% 5039
2023
Q1 		– Sell
-244
Closed -$26K – 7185
2022
Q4 		$26K Buy
+244
New +$26.4K ﹤0.01% 5806
2022
Q3 		– Sell
-343
Closed -$36K – 6819
2022
Q2 		$36K Buy
+343
New +$37.1K ﹤0.01% 5753
2022
Q1 		– Sell
-87
Closed -$10K – 6975
2021
Q4 		$10K Hold
87
– – ﹤0.01% 6339
2021
Q3 		$10K Buy
+87
New +$9.8K ﹤0.01% 6169
2018
Q2 		– Sell
-250
Closed -$22K – 5681
2018
Q1 		$22K Hold
250
– – ﹤0.01% 5066
2017
Q4 		$23K Buy
+250
New +$24K ﹤0.01% 5138
2017
Q2 		– Sell
-1,317
Closed -$121K – 5198
2017
Q1 		$121K Hold
1,317
– – ﹤0.01% 4250
2016
Q4 		$123K Buy
1,317
+430
+48% +$37.4K ﹤0.01% 4340
2016
Q3 		$73K Hold
887
– – ﹤0.01% 3940
2016
Q2 		$69K Hold
887
– – ﹤0.01% 3959
2016
Q1 		$68K Hold
887
– – ﹤0.01% 3830
2015
Q4 		$66K Buy
+887
New +$67.4K ﹤0.01% 3862
2015
Q3 		– Sell
-2,593
Closed -$200K – 4062
2015
Q2 		$200K Buy
+2,593
New +$202K ﹤0.01% 3815

Other funds holding SMLV

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

JP Morgan Chase held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q2 2026 at 2,320 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #5284.

JP Morgan Chase first reported a position in SMLV in Q2 2015 and has held it in 21 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • JP Morgan Chase held 2,320 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $365K as of Q2 2026.
  • JP Morgan Chase left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5284 holding.
  • JP Morgan Chase first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2015 and has held it in 21 quarters since.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

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