JP Morgan Chase
SPMD icon

JP Morgan Chase’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

JP Morgan Chase’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.1M Buy
732,536
+450,457
+160% +$29M ﹤0.01% 1491
2026
Q1 		$16.2M Buy
282,079
+52,656
+23% +$3.21M ﹤0.01% 2262
2025
Q4 		$13.3M Buy
229,423
+62,009
+37% +$3.56M ﹤0.01% 2437
2025
Q3 		$9.57M Buy
167,414
+24,503
+17% +$1.38M ﹤0.01% 2753
2025
Q2 		$7.77M Buy
142,911
+20,429
+17% +$1.05M ﹤0.01% 2767
2025
Q1 		$6.27M Sell
122,482
-18,069
-13% -$985K ﹤0.01% 2960
2024
Q4 		$7.69M Buy
140,551
+8,344
+6% +$470K ﹤0.01% 2959
2024
Q3 		$7.23M Buy
132,207
+44,122
+50% +$2.33M ﹤0.01% 2907
2024
Q2 		$4.52M Buy
88,085
+20,820
+31% +$1.07M ﹤0.01% 3107
2024
Q1 		$3.59M Buy
67,265
+13,678
+26% +$680K ﹤0.01% 3378
2023
Q4 		$2.61M Sell
53,587
-54,537
-50% -$2.43M ﹤0.01% 3626
2023
Q3 		$4.73M Buy
108,124
+74,875
+225% +$3.44M ﹤0.01% 2883
2023
Q2 		$1.53M Buy
33,249
+6,534
+24% +$285K ﹤0.01% 3743
2023
Q1 		$1.17M Sell
26,715
-69,725
-72% -$3.12M ﹤0.01% 3939
2022
Q4 		$4.1M Buy
96,440
+19,525
+25% +$829K ﹤0.01% 2994
2022
Q3 		$2.97M Sell
76,915
-34,662
-31% -$1.47M ﹤0.01% 3157
2022
Q2 		$4.43M Sell
111,577
-96,840
-46% -$4.2M ﹤0.01% 2878
2022
Q1 		$9.83M Buy
+208,417
New +$9.75M ﹤0.01% 2387
2020
Q1 		– Sell
-1,545
Closed -$56K – 5694
2019
Q4 		$56K Buy
+1,545
New +$53.8K ﹤0.01% 5090
2018
Q2 		– Sell
-100,000
Closed -$3.32M – 5688
2018
Q1 		$3.32M Buy
+100,000
New +$3.37M ﹤0.01% 2914

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

JP Morgan Chase increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 160% in Q2 2026, buying an estimated $29M and bringing the position to 732,536 shares worth $49.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

JP Morgan Chase first reported a position in SPMD in Q1 2018 and has held it in 20 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • JP Morgan Chase held 732,536 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $49.1M as of Q2 2026.
  • JP Morgan Chase bought 450,457 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $29M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1491 holding.
  • JP Morgan Chase first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 20 quarters since.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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