JP Morgan Chase
SPYI icon

JP Morgan Chase’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

JP Morgan Chase’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Buy
231
+153
+196% +$7.93K ﹤0.01% 6712
2025
Q4 		$4.15K Sell
78
-31,095
-100% -$1.63M ﹤0.01% 6837
2025
Q3 		$1.63M Buy
31,173
+30,697
+6,449% +$1.58M ﹤0.01% 4231
2025
Q2 		$24K Sell
476
-4,252
-90% -$205K ﹤0.01% 6135
2025
Q1 		$226K Sell
4,728
-1,966
-29% -$99.3K ﹤0.01% 5189
2024
Q4 		$340K Sell
6,694
-132
-2% -$6.84K ﹤0.01% 5241
2024
Q3 		$350K Buy
+6,826
New +$343K ﹤0.01% 5120
2024
Q2 		– Sell
-12,050
Closed -$607K – 7731
2024
Q1 		$607K Hold
12,050
– – ﹤0.01% 4673
2023
Q4 		$581K Buy
+12,050
New +$571K ﹤0.01% 4692

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return