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 Q2	$31.4K	Buy	595 +364	+158%	+$19.1K	﹤0.01%	6602
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	–	7725
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase increased its NEOS S&P 500 High Income ETF (SPYI) stake by 158% in Q2 2026, buying an estimated $19.1K and bringing the position to 595 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6602.

JP Morgan Chase first reported a position in SPYI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q3 2025. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

JP Morgan Chase held 595 shares of NEOS S&P 500 High Income ETF worth $31.4K as of Q2 2026.
JP Morgan Chase bought 364 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $19.1K.
NEOS S&P 500 High Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6602 holding.
JP Morgan Chase first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 10 quarters since.
JP Morgan Chase's NEOS S&P 500 High Income ETF position peaked at $1.63M in Q3 2025.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

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