JP Morgan Chase
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JP Morgan Chase’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

JP Morgan Chase’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.6M Buy
862,123
+263,910
+44% +$21.9M ﹤0.01% 1201
2026
Q1 		$43.9M Buy
598,213
+61,515
+11% +$4.78M ﹤0.01% 1480
2025
Q4 		$40.3M Buy
536,698
+117,604
+28% +$8.73M ﹤0.01% 1507
2025
Q3 		$30.7M Buy
419,094
+140,246
+50% +$10.1M ﹤0.01% 1755
2025
Q2 		$19.9M Buy
278,848
+26,711
+11% +$1.81M ﹤0.01% 1960
2025
Q1 		$16.7M Buy
252,137
+20,710
+9% +$1.42M ﹤0.01% 2061
2024
Q4 		$15.5M Buy
231,427
+11,909
+5% +$807K ﹤0.01% 2275
2024
Q3 		$14.8M Buy
219,518
+14,481
+7% +$941K ﹤0.01% 2266
2024
Q2 		$13M Sell
205,037
-8,933
-4% -$545K ﹤0.01% 2220
2024
Q1 		$12.9M Buy
213,970
+26,990
+14% +$1.55M ﹤0.01% 2254
2023
Q4 		$10.1M Buy
186,980
+105,873
+131% +$5.44M ﹤0.01% 2466
2023
Q3 		$4.06M Sell
81,107
-434
-0.5% -$22.2K ﹤0.01% 2989
2023
Q2 		$4.11M Buy
81,541
+41,781
+105% +$2.01M ﹤0.01% 3027
2023
Q1 		$1.88M Buy
39,760
+5,703
+17% +$261K ﹤0.01% 3586
2022
Q4 		$1.5M Buy
34,057
+31,090
+1,048% +$1.36M ﹤0.01% 3782
2022
Q3 		$118K Hold
2,967
– – ﹤0.01% 5216
2022
Q2 		$125K Sell
2,967
-39
-1% -$1.79K ﹤0.01% 5310
2022
Q1 		$150K Buy
+3,006
New +$151K ﹤0.01% 5322
2021
Q3 		– Sell
-10,000
Closed -$486K – 6779
2021
Q2 		$486K Sell
10,000
-400
-4% -$18.6K ﹤0.01% 4714
2021
Q1 		$461K Buy
+10,400
New +$449K ﹤0.01% 4730
2020
Q4 		– Sell
-525
Closed -$20K – 5910
2020
Q3 		$20K Hold
525
– – ﹤0.01% 5146
2020
Q2 		$19K Buy
525
+515
+5,150% +$17.4K ﹤0.01% 5051
2020
Q1 		$0 Sell
10
-3,250
-100% -$113K ﹤0.01% 5693
2019
Q4 		$119K Hold
3,260
– – ﹤0.01% 4843
2019
Q3 		$109K Sell
3,260
-250
-7% -$8.33K ﹤0.01% 4870
2019
Q2 		$116K Sell
3,510
-2,162
-38% -$70.6K ﹤0.01% 4873
2019
Q1 		$182K Buy
5,672
+1,555
+38% +$47.2K ﹤0.01% 4663
2018
Q4 		$114K Buy
4,117
+4,107
+41,070% +$124K ﹤0.01% 4799
2018
Q3 		$0 Hold
10
– – ﹤0.01% 5813
2018
Q2 		$0 Buy
+10
New +$302 ﹤0.01% 5687

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 44% in Q2 2026, buying an estimated $21.9M and bringing the position to 862,123 shares worth $76.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

JP Morgan Chase first reported a position in SPHQ in Q2 2018 and has held it in 30 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • JP Morgan Chase held 862,123 shares of Invesco S&P 500 Quality ETF worth $76.6M as of Q2 2026.
  • JP Morgan Chase bought 263,910 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $21.9M.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1201 holding.
  • JP Morgan Chase first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 30 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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