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	$11.9B	Sell	18,883,100 -6,316,300	-25%	-$4.29B	0.77%	20
2025 Q4	$17.2B	Buy	25,199,400 +10,418,600	+70%	+$7.04B	1.08%	12
2025 Q3	$9.85B	Sell	14,780,800 -1,967,200	-12%	-$1.26B	0.59%	22
2025 Q2	$10.3B	Buy	16,748,000 +7,046,800	+73%	+$4.03B	0.68%	18
2025 Q1	$5.43B	Sell	9,701,200 -6,264,500	-39%	-$3.68B	0.4%	44
2024 Q4	$9.36B	Buy	15,965,700 +3,318,800	+26%	+$1.96B	0.7%	20
2024 Q3	$7.26B	Buy	12,646,900 +2,227,800	+21%	+$1.23B	0.55%	22
2024 Q2	$5.67B	Buy	10,419,100 +3,924,700	+60%	+$2.05B	0.46%	33
2024 Q1	$3.4B	Sell	6,494,400 -7,869,000	-55%	-$3.92B	0.29%	75
2023 Q4	$6.83B	Buy	14,363,400 +4,515,600	+46%	+$2.01B	0.65%	16
2023 Q3	$4.21B	Buy	9,847,800 +310,000	+3%	+$138M	0.46%	38
2023 Q2	$4.23B	Sell	9,537,800 -9,683,800	-50%	-$4.06B	0.46%	37
2023 Q1	$7.87B	Buy	19,221,600 +4,279,200	+29%	+$1.71B	0.96%	10
2022 Q4	$5.71B	Buy	14,942,400 +352,800	+2%	+$136M	0.75%	16
2022 Q3	$5.21B	Buy	14,589,600 +9,549,700	+189%	+$3.79B	0.75%	14
2022 Q2	$1.9B	Sell	5,039,900 -15,782,000	-76%	-$6.47B	0.26%	89
2022 Q1	$9.4B	Buy	20,821,900 +10,276,700	+97%	+$4.58B	1.13%	8
2021 Q4	$5.01B	Sell	10,545,200 -11,297,500	-52%	-$5.19B	0.58%	23
2021 Q3	$9.37B	Buy	21,842,700 +6,826,600	+45%	+$3.01B	1.16%	6
2021 Q2	$6.43B	Buy	15,016,100 +751,500	+5%	+$314M	0.77%	12
2021 Q1	$5.65B	Sell	14,264,600 -3,905,900	-21%	-$1.51B	0.75%	12
2020 Q4	$6.79B	Sell	18,170,500 -10,019,300	-36%	-$3.55B	1%	5
2020 Q3	$9.37B	Buy	28,189,800 +15,308,700	+119%	+$5.07B	1.57%	5
2020 Q2	$3.97B	Buy	12,881,100 +3,387,000	+36%	+$991M	0.77%	14
2020 Q1	$2.45B	Sell	9,494,100 -22,982,600	-71%	-$7.01B	0.57%	27
2019 Q4	$10.5B	Buy	32,476,700 +16,706,500	+106%	+$5.14B	1.95%	3
2019 Q3	$4.68B	Sell	15,770,200 -11,079,400	-41%	-$3.27B	0.93%	7
2019 Q2	$7.83B	Buy	26,849,600 +14,267,600	+113%	+$4.11B	1.53%	4
2019 Q1	$3.55B	Buy	12,582,000 +527,000	+4%	+$143M	0.73%	15
2018 Q4	$3.01B	Sell	12,055,000 -4,759,200	-28%	-$1.28B	0.7%	14
2018 Q3	$4.89B	Buy	16,814,200 +3,255,900	+24%	+$927M	0.94%	9
2018 Q2	$3.68B	Sell	13,558,300 -195,000	-1%	-$52.7M	0.76%	14
2018 Q1	$3.62B	Buy	13,753,300 +6,111,600	+80%	+$1.67B	0.78%	11
2017 Q4	$2.04B	Sell	7,641,700 -6,097,011	-44%	-$1.59B	0.43%	31
2017 Q3	$3.44B	Buy	13,738,711 +7,251,808	+112%	+$1.79B	0.76%	14
2017 Q2	$1.57B	Sell	6,486,903 -8,930,585	-58%	-$2.14B	0.36%	50
2017 Q1	$3.63B	Buy	15,417,488 +7,585,188	+97%	+$1.76B	0.83%	12
2016 Q4	$1.75B	Buy	7,832,300 +541,506	+7%	+$118M	0.42%	33
2016 Q3	$1.58B	Buy	7,290,794 +1,209,944	+20%	+$262M	0.39%	47
2016 Q2	$1.27B	Buy	6,080,850 +2,017,800	+50%	+$419M	0.32%	63
2016 Q1	$835M	Sell	4,063,050 -136,428	-3%	-$26.6M	0.21%	107
2015 Q4	$856M	Sell	4,199,478 -2,579,914	-38%	-$530M	0.22%	101
2015 Q3	$1.3B	Buy	6,779,392 +1,964,392	+41%	+$398M	0.35%	54
2015 Q2	$991M	Sell	4,815,000 -3,726,000	-44%	-$783M	0.23%	83
2015 Q1	$1.76B	Buy	8,541,000 +1,002,200	+13%	+$207M	0.4%	41
2014 Q4	$1.55B	Sell	7,538,800 -3,582,900	-32%	-$720M	0.35%	52
2014 Q3	$2.19B	Buy	11,121,700 +11,071,600	+22,099%	+$2.19B	0.52%	30
2014 Q2	$9.81M	Buy	50,100 +50,000	+50,000%	+$9.51M	﹤0.01%	1756
2014 Q1	$19K	Sell	100 -767,500	-100%	-$141M	﹤0.01%	3538
2013 Q4	$142M	Sell	767,600 -125,000	-14%	-$22.1M	0.04%	432
2013 Q3	$150M	Sell	892,600 -5,342,000	-86%	-$895M	0.04%	420
2013 Q2	$1B	Buy	+6,234,600	New	+$1B	0.32%	63

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.