JP Morgan Chase
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JP Morgan Chase’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

JP Morgan Chase’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8M Sell
364,366
-28,783
-7% -$2.53M ﹤0.01% 1804
2026
Q1 		$30.2M Buy
393,149
+56,584
+17% +$4.67M ﹤0.01% 1732
2025
Q4 		$27.8M Buy
336,565
+17,678
+6% +$1.45M ﹤0.01% 1789
2025
Q3 		$25.7M Buy
318,887
+30,281
+10% +$2.35M ﹤0.01% 1897
2025
Q2 		$21.6M Buy
288,606
+20,320
+8% +$1.41M ﹤0.01% 1901
2025
Q1 		$18.2M Buy
268,286
+52,857
+25% +$3.78M ﹤0.01% 2001
2024
Q4 		$15.4M Buy
215,429
+35,391
+20% +$2.55M ﹤0.01% 2285
2024
Q3 		$12.6M Buy
180,038
+22,560
+14% +$1.52M ﹤0.01% 2405
2024
Q2 		$10.5M Buy
157,478
+12,649
+9% +$810K ﹤0.01% 2426
2024
Q1 		$9.29M Buy
144,829
+7,032
+5% +$429K ﹤0.01% 2558
2023
Q4 		$8.05M Sell
137,797
-3,559
-3% -$194K ﹤0.01% 2665
2023
Q3 		$7.39M Buy
141,356
+34,145
+32% +$1.87M ﹤0.01% 2528
2023
Q2 		$5.84M Buy
107,211
+47,239
+79% +$2.44M ﹤0.01% 2741
2023
Q1 		$3.02M Sell
59,972
-53,322
-47% -$2.63M ﹤0.01% 3225
2022
Q4 		$5.36M Buy
+113,294
New +$5.38M ﹤0.01% 2762
2022
Q2 		– Sell
-1,040
Closed -$58K – 6866
2022
Q1 		$58K Buy
+1,040
New +$57K ﹤0.01% 5738
2021
Q2 		– Sell
-308
Closed -$15K – 6594
2021
Q1 		$15K Buy
+308
New +$14.7K ﹤0.01% 5748
2020
Q1 		– Sell
-744
Closed -$30K – 5697
2019
Q4 		$30K Buy
+744
New +$28.4K ﹤0.01% 5251

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.3% in Q2 2026, selling an estimated $2.53M and leaving 364,366 shares worth $32.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

JP Morgan Chase first reported a position in SPTM in Q4 2019 and has held it in 18 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • JP Morgan Chase held 364,366 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $32.8M as of Q2 2026.
  • JP Morgan Chase sold 28,783 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.53M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1804 holding.
  • JP Morgan Chase first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 18 quarters since.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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