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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.6K	Buy	2,396 +2,379	+13,994%	+$42.1K	﹤0.01%	6481
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

JP Morgan Chase increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 13,994% in Q2 2026, buying an estimated $42.1K and bringing the position to 2,396 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6481.

JP Morgan Chase first reported a position in SPXX in Q1 2016 and has held it in 13 quarters since. The position peaked at $198K in Q3 2023. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

JP Morgan Chase held 2,396 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $43.6K as of Q2 2026.
JP Morgan Chase bought 2,379 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $42.1K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6481 holding.
JP Morgan Chase first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2016 and has held it in 13 quarters since.
JP Morgan Chase's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $198K in Q3 2023.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

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