JP Morgan Chase
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JP Morgan Chase’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

JP Morgan Chase’s Portfolio SPXE Stock Details SPXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.52M Sell
52,090
-150
-0.3% -$11K ﹤0.01% 3651
2025
Q4 		$3.86M Buy
52,240
+150
+0.3% +$11K ﹤0.01% 3565
2025
Q3 		$3.76M Hold
52,090
– – ﹤0.01% 3606
2025
Q2 		$3.48M Sell
52,090
-1
-0% -$62 ﹤0.01% 3475
2025
Q1 		$3.13M Buy
52,091
+115
+0.2% +$7.29K ﹤0.01% 3541
2024
Q4 		$3.29M Sell
51,976
-14,440
-22% -$917K ﹤0.01% 3752
2024
Q3 		$4.11M Buy
66,416
+14,440
+28% +$859K ﹤0.01% 3358
2024
Q2 		$3.04M Hold
51,976
– – ﹤0.01% 3432
2024
Q1 		$2.92M Sell
51,976
-21,922
-30% -$1.17M ﹤0.01% 3536
2023
Q4 		$3.76M Buy
73,898
+12,772
+21% +$608K ﹤0.01% 3333
2023
Q3 		$2.78M Sell
61,126
-10,262
-14% -$487K ﹤0.01% 3294
2023
Q2 		$3.39M Sell
71,388
-8,612
-11% -$386K ﹤0.01% 3151
2023
Q1 		$3.49M Buy
+80,000
New +$3.39M ﹤0.01% 3102

Other funds holding SPXE

BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWMGO
Capstone Wealth Management Group (Oregon) Bend, Oregon $163M AUM 31.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

JP Morgan Chase's SPXE Position: Q1 2026 in Review

JP Morgan Chase reduced its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 0.29% in Q1 2026, selling an estimated $11K and leaving 52,090 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3651.

JP Morgan Chase first reported a position in SPXE in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.11M in Q3 2024. 34 funds tracked by Wall St. Rank hold SPXE as of Q1 2026.

  • JP Morgan Chase held 52,090 shares of ProShares S&P 500 ex-Energy ETF worth $3.52M as of Q1 2026.
  • JP Morgan Chase sold 150 ProShares S&P 500 ex-Energy ETF shares in Q1 2026, an estimated $11K.
  • ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3651 holding.
  • JP Morgan Chase first reported a position in ProShares S&P 500 ex-Energy ETF in Q1 2023 and has held it in 13 quarters since.
  • JP Morgan Chase's ProShares S&P 500 ex-Energy ETF position peaked at $4.11M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.