JP Morgan Chase
SPSM icon

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

JP Morgan Chase’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.8M Buy
432,384
+27,554
+7% +$1.47M ﹤0.01% 2028
2026
Q1 		$19M Buy
404,830
+430
+0.1% +$21.3K ﹤0.01% 2115
2025
Q4 		$19M Sell
404,400
-12,154
-3% -$567K ﹤0.01% 2113
2025
Q3 		$19.3M Buy
416,554
+28,276
+7% +$1.27M ﹤0.01% 2132
2025
Q2 		$16.5M Sell
388,278
-1,244,004
-76% -$50.2M ﹤0.01% 2100
2025
Q1 		$66.5M Buy
1,632,282
+66,862
+4% +$2.95M ﹤0.01% 1154
2024
Q4 		$70.3M Buy
1,565,420
+271,167
+21% +$12.6M 0.01% 1120
2024
Q3 		$58.9M Sell
1,294,253
-74,637
-5% -$3.28M ﹤0.01% 1224
2024
Q2 		$56.9M Sell
1,368,890
-43,532
-3% -$1.81M ﹤0.01% 1182
2024
Q1 		$60.8M Buy
1,412,422
+747,873
+113% +$30.9M 0.01% 1178
2023
Q4 		$28M Buy
664,549
+344,736
+108% +$13M ﹤0.01% 1576
2023
Q3 		$11.8M Sell
319,813
-11,455
-3% -$446K ﹤0.01% 2111
2023
Q2 		$12.9M Buy
331,268
+229,452
+225% +$8.53M ﹤0.01% 2067
2023
Q1 		$3.85M Sell
101,816
-82,039
-45% -$3.2M ﹤0.01% 3029
2022
Q4 		$6.8M Buy
183,855
+183,585
+67,994% +$6.88M ﹤0.01% 2584
2022
Q3 		$10K Buy
270
+151
+127% +$5.72K ﹤0.01% 5970
2022
Q2 		$4K Buy
119
+69
+138% +$2.68K ﹤0.01% 6210
2022
Q1 		$2K Hold
50
– – ﹤0.01% 6437
2021
Q4 		$2K Hold
50
– – ﹤0.01% 6517
2021
Q3 		$2K Hold
50
– – ﹤0.01% 6344
2021
Q2 		$2K Buy
+50
New +$2.17K ﹤0.01% 6211
2021
Q1 		– Sell
-557
Closed -$20K – 6334
2020
Q4 		$20K Buy
+557
New +$17.8K ﹤0.01% 5301
2020
Q3 		– Sell
-7,904
Closed -$210K – 5751
2020
Q2 		$210K Sell
7,904
-11,469
-59% -$282K ﹤0.01% 4236
2020
Q1 		$423K Sell
19,373
-40,977
-68% -$1.19M ﹤0.01% 3896
2019
Q4 		$1.97M Buy
60,350
+52,446
+664% +$1.64M ﹤0.01% 3399
2019
Q3 		$237K Hold
7,904
– – ﹤0.01% 4553
2019
Q2 		$239K Hold
7,904
– – ﹤0.01% 4595
2019
Q1 		$239K Sell
7,904
-474
-6% -$14.1K ﹤0.01% 4541
2018
Q4 		$221K Buy
+8,378
New +$247K ﹤0.01% 4553
2018
Q3 		– Sell
-1
Closed – – 5815
2018
Q2 		$0 Buy
+1
New +$32 ﹤0.01% 5689

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q2 2026, buying an estimated $1.47M and bringing the position to 432,384 shares worth $24.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

JP Morgan Chase first reported a position in SPSM in Q2 2018 and has held it in 30 quarters since. The position peaked at $70.3M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • JP Morgan Chase held 432,384 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $24.8M as of Q2 2026.
  • JP Morgan Chase bought 27,554 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.47M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2028 holding.
  • JP Morgan Chase first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 30 quarters since.
  • JP Morgan Chase's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $70.3M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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