JP Morgan Chase’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bought
Maintained
Sold
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