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JP Morgan Chase’s
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
Stock Holding History
JP Morgan Chase’s Portfolio
SPXX Stock Details
SPXX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$269
Sell
17
-251
-94%
-$4.4K
﹤0.01%
7231
2025
Q4
$4.83K
Buy
+268
New
+$4.72K
﹤0.01%
6814
2025
Q2
–
Sell
-1,778
Closed
-$30K
–
7606
2025
Q1
$30K
Hold
1,778
–
–
﹤0.01%
6032
2024
Q4
$31.6K
Buy
1,778
+1,772
+29,533%
+$30.4K
﹤0.01%
6145
2024
Q3
$101
Hold
6
–
–
﹤0.01%
7002
2024
Q2
$98
Hold
6
–
–
﹤0.01%
6895
2024
Q1
$94
Sell
6
-3,462
-100%
-$53K
﹤0.01%
6914
2023
Q4
$52.2K
Sell
3,468
-9,861
-74%
-$144K
﹤0.01%
5986
2023
Q3
$198K
Buy
+13,329
New
+$205K
﹤0.01%
5080
2022
Q3
–
Sell
-24
Closed
–
–
6833
2022
Q2
$0
Sell
24
-776
-97%
-$12.8K
﹤0.01%
6867
2022
Q1
$14K
Buy
+800
New
+$14K
﹤0.01%
6145
2016
Q2
–
Sell
-14
Closed
–
–
4939
2016
Q1
$0
Buy
+14
New
+$177
﹤0.01%
4921
Other funds holding SPXX
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$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
SCM
Saba Capital Management
New York
$3.62B AUM
13%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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