JP Morgan Chase
SPGP icon

JP Morgan Chase’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

JP Morgan Chase’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.49M Sell
36,642
-2,576
-7% -$302K ﹤0.01% 3551
2026
Q1 		$4.09M Sell
39,218
-4,392
-10% -$499K ﹤0.01% 3502
2025
Q4 		$4.97M Sell
43,610
-2,694
-6% -$304K ﹤0.01% 3321
2025
Q3 		$5.26M Sell
46,304
-1,297
-3% -$144K ﹤0.01% 3312
2025
Q2 		$5.13M Sell
47,601
-40,452
-46% -$4.03M ﹤0.01% 3137
2025
Q1 		$8.79M Sell
88,053
-12,320
-12% -$1.3M ﹤0.01% 2655
2024
Q4 		$10.5M Sell
100,373
-7,450
-7% -$803K ﹤0.01% 2641
2024
Q3 		$11.3M Sell
107,823
-250,694
-70% -$25.6M ﹤0.01% 2496
2024
Q2 		$36.8M Sell
358,517
-72,563
-17% -$7.48M ﹤0.01% 1422
2024
Q1 		$45.9M Buy
431,080
+31,217
+8% +$3.1M ﹤0.01% 1333
2023
Q4 		$39.2M Buy
399,863
+62,038
+18% +$5.74M ﹤0.01% 1362
2023
Q3 		$30.8M Buy
337,825
+73,324
+28% +$6.83M ﹤0.01% 1366
2023
Q2 		$24M Buy
264,501
+47,075
+22% +$4.06M ﹤0.01% 1567
2023
Q1 		$18.5M Buy
217,426
+93,864
+76% +$8.12M ﹤0.01% 1726
2022
Q4 		$10.2M Buy
123,562
+29,176
+31% +$2.4M ﹤0.01% 2234
2022
Q3 		$7.06M Buy
94,386
+2,191
+2% +$182K ﹤0.01% 2438
2022
Q2 		$7.34M Sell
92,195
-45,457
-33% -$3.87M ﹤0.01% 2424
2022
Q1 		$12.6M Buy
137,652
+89,885
+188% +$8.14M ﹤0.01% 2151
2021
Q4 		$4.63M Buy
47,767
+38,372
+408% +$3.56M ﹤0.01% 3122
2021
Q3 		$817K Buy
9,395
+5,011
+114% +$452K ﹤0.01% 4448
2021
Q2 		$384K Buy
4,384
+40
+0.9% +$3.42K ﹤0.01% 4861
2021
Q1 		$354K Buy
+4,344
New +$338K ﹤0.01% 4878
2019
Q2 		– Sell
-1,150
Closed -$61K – 5996
2019
Q1 		$61K Buy
1,150
+1,110
+2,775% +$56.3K ﹤0.01% 5060
2018
Q4 		$2K Buy
+40
New +$1.96K ﹤0.01% 5601

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

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

JP Morgan Chase reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 6.6% in Q2 2026, selling an estimated $302K and leaving 36,642 shares worth $4.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

JP Morgan Chase first reported a position in SPGP in Q4 2018 and has held it in 24 quarters since. The position peaked at $45.9M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • JP Morgan Chase held 36,642 shares of Invesco S&P 500 GARP ETF worth $4.49M as of Q2 2026.
  • JP Morgan Chase sold 2,576 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $302K.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3551 holding.
  • JP Morgan Chase first reported a position in Invesco S&P 500 GARP ETF in Q4 2018 and has held it in 24 quarters since.
  • JP Morgan Chase's Invesco S&P 500 GARP ETF position peaked at $45.9M in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

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