JP Morgan Chase’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

JP Morgan Chase’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.92B	Sell	4,622,500 -1,535,900	-25%	-$1.04B	0.19%	123
2025 Q4	$4.2B	Sell	6,158,400 -6,837,300	-53%	-$4.62B	0.26%	81
2025 Q3	$8.66B	Buy	12,995,700 +4,125,700	+47%	+$2.64B	0.52%	27
2025 Q2	$5.48B	Buy	8,870,000 +5,498,300	+163%	+$3.14B	0.36%	55
2025 Q1	$1.89B	Buy	3,371,700 +366,200	+12%	+$215M	0.14%	150
2024 Q4	$1.76B	Sell	3,005,500 -2,202,800	-42%	-$1.3B	0.13%	157
2024 Q3	$2.99B	Buy	5,208,300 +3,903,200	+299%	+$2.16B	0.23%	99
2024 Q2	$710M	Sell	1,305,100 -867,400	-40%	-$454M	0.06%	290
2024 Q1	$1.14B	Sell	2,172,500 -210,600	-9%	-$105M	0.1%	212
2023 Q4	$1.13B	Sell	2,383,100 -512,800	-18%	-$228M	0.11%	191
2023 Q3	$1.24B	Sell	2,895,900 -1,788,300	-38%	-$795M	0.14%	155
2023 Q2	$2.08B	Sell	4,684,200 -5,480,700	-54%	-$2.3B	0.23%	102
2023 Q1	$4.16B	Sell	10,164,900 -763,300	-7%	-$305M	0.51%	32
2022 Q4	$4.18B	Buy	10,928,200 +3,959,500	+57%	+$1.52B	0.55%	26
2022 Q3	$2.49B	Buy	6,968,700 +4,888,500	+235%	+$1.94B	0.36%	58
2022 Q2	$785M	Sell	2,080,200 -1,529,600	-42%	-$627M	0.11%	196
2022 Q1	$1.63B	Sell	3,609,800 -308,700	-8%	-$137M	0.2%	121
2021 Q4	$1.86B	Sell	3,918,500 -2,332,300	-37%	-$1.07B	0.21%	103
2021 Q3	$2.68B	Sell	6,250,800 -401,400	-6%	-$177M	0.33%	63
2021 Q2	$2.85B	Buy	6,652,200 +261,600	+4%	+$109M	0.34%	57
2021 Q1	$2.53B	Sell	6,390,600 -9,461,400	-60%	-$3.65B	0.34%	63
2020 Q4	$5.93B	Sell	15,852,000 -9,200,200	-37%	-$3.26B	0.87%	9
2020 Q3	$8.33B	Buy	25,052,200 +17,256,700	+221%	+$5.72B	1.4%	6
2020 Q2	$2.4B	Sell	7,795,500 -2,368,200	-23%	-$693M	0.46%	39
2020 Q1	$2.62B	Buy	10,163,700 +1,095,900	+12%	+$334M	0.62%	24
2019 Q4	$2.92B	Buy	9,067,800 +2,711,700	+43%	+$835M	0.54%	31
2019 Q3	$1.89B	Buy	6,356,100 +1,018,500	+19%	+$301M	0.38%	45
2019 Q2	$1.56B	Sell	5,337,600 -2,073,500	-28%	-$597M	0.3%	61
2019 Q1	$2.09B	Sell	7,411,100 -291,700	-4%	-$79.2M	0.43%	42
2018 Q4	$1.93B	Buy	7,702,800 +3,199,500	+71%	+$863M	0.45%	36
2018 Q3	$1.31B	Sell	4,503,300 -1,107,800	-20%	-$315M	0.25%	82
2018 Q2	$1.52B	Buy	5,611,100 +2,406,198	+75%	+$650M	0.31%	62
2018 Q1	$843M	Sell	3,204,902 -1,691,698	-35%	-$462M	0.18%	128
2017 Q4	$1.31B	Buy	4,896,600 +397,800	+9%	+$103M	0.28%	68
2017 Q3	$1.13B	Buy	4,498,800 +2,591,700	+136%	+$639M	0.25%	82
2017 Q2	$461M	Sell	1,907,100 -4,244,740	-69%	-$1.02B	0.11%	213
2017 Q1	$1.45B	Sell	6,151,840 -5,488,710	-47%	-$1.28B	0.33%	57
2016 Q4	$2.6B	Buy	11,640,550 +2,600,021	+29%	+$568M	0.63%	19
2016 Q3	$1.96B	Buy	9,040,529 +1,948,529	+27%	+$421M	0.48%	30
2016 Q2	$1.49B	Buy	7,092,000 +2,359,100	+50%	+$489M	0.37%	48
2016 Q1	$973M	Buy	4,732,900 +2,708,685	+134%	+$529M	0.25%	82
2015 Q4	$413M	Sell	2,024,215 -7,220,385	-78%	-$1.48B	0.1%	229
2015 Q3	$1.77B	Buy	9,244,600 +8,079,300	+693%	+$1.64B	0.47%	36
2015 Q2	$240M	Sell	1,165,300 -4,276,900	-79%	-$899M	0.06%	352
2015 Q1	$1.12B	Sell	5,442,200 -1,933,800	-26%	-$399M	0.26%	81
2014 Q4	$1.52B	Buy	7,376,000 +3,405,365	+86%	+$685M	0.35%	54
2014 Q3	$782M	Buy	+3,970,635	New	+$785M	0.19%	119
2014 Q2	–	Sell	-50,000	Closed	-$9.35M	–	3620
2014 Q1	$9.35M	Hold	50,000	–	–	﹤0.01%	1760
2013 Q4	$9.23M	Sell	50,000 -120,000	-71%	-$21.2M	﹤0.01%	1812
2013 Q3	$28.6M	Sell	170,000 -900,000	-84%	-$151M	0.01%	1109
2013 Q2	$172M	Buy	+1,070,000	New	+$172M	0.05%	351

Other funds holding SPY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

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

JP Morgan Chase increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q1 2026, buying an estimated $837M and bringing the position to 45,790,886 shares worth $28.9B. The position accounts for 1.86% of the portfolio, ranked #6.

JP Morgan Chase first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.1B in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

JP Morgan Chase held 45,790,886 shares of State Street SPDR S&P 500 ETF Trust worth $28.9B as of Q1 2026.
JP Morgan Chase bought 1,230,464 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $837M.
State Street SPDR S&P 500 ETF Trust made up 1.86% of JP Morgan Chase's portfolio in Q1 2026, its #6 holding.
JP Morgan Chase first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's State Street SPDR S&P 500 ETF Trust position peaked at $33.1B in Q3 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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