JP Morgan Chase
SPYV icon

JP Morgan Chase’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

JP Morgan Chase’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401M Sell
6,598,736
-305,831
-4% -$18.3M 0.02% 517
2026
Q1 		$384M Buy
6,904,567
+108,103
+2% +$6.27M 0.02% 480
2025
Q4 		$386M Sell
6,796,464
-660,134
-9% -$37.1M 0.02% 471
2025
Q3 		$413M Buy
7,456,598
+264,960
+4% +$14.3M 0.02% 466
2025
Q2 		$376M Buy
7,191,638
+390,643
+6% +$19.5M 0.02% 483
2025
Q1 		$347M Buy
6,800,995
+1,360,243
+25% +$70.5M 0.03% 488
2024
Q4 		$278M Sell
5,440,752
-128,971
-2% -$6.86M 0.02% 553
2024
Q3 		$294M Buy
5,569,723
+286,795
+5% +$14.6M 0.02% 553
2024
Q2 		$257M Buy
5,282,928
+196,530
+4% +$9.61M 0.02% 562
2024
Q1 		$255M Buy
5,086,398
+1,340,949
+36% +$63.9M 0.02% 577
2023
Q4 		$175M Buy
3,745,449
+3,266,182
+681% +$141M 0.02% 663
2023
Q3 		$19.8M Buy
479,267
+21,162
+5% +$917K ﹤0.01% 1690
2023
Q2 		$19.8M Buy
458,105
+165,537
+57% +$6.84M ﹤0.01% 1705
2023
Q1 		$11.9M Sell
292,568
-19,925
-6% -$807K ﹤0.01% 2131
2022
Q4 		$12.2M Buy
312,493
+279,419
+845% +$10.7M ﹤0.01% 2074
2022
Q3 		$1.14M Buy
33,074
+2,087
+7% +$79.2K ﹤0.01% 3903
2022
Q2 		$1.14M Sell
30,987
-2,709
-8% -$107K ﹤0.01% 3982
2022
Q1 		$1.41M Buy
33,696
+9,258
+38% +$382K ﹤0.01% 4032
2021
Q4 		$1.03M Buy
24,438
+3,864
+19% +$158K ﹤0.01% 4362
2021
Q3 		$802K Buy
20,574
+2,426
+13% +$96.9K ﹤0.01% 4461
2021
Q2 		$717K Sell
18,148
-127,311
-88% -$5.03M ﹤0.01% 4494
2021
Q1 		$5.51M Buy
145,459
+131,415
+936% +$4.75M ﹤0.01% 2881
2020
Q4 		$483K Buy
14,044
+2,171
+18% +$70.5K ﹤0.01% 4385
2020
Q3 		$355K Buy
11,873
+4,396
+59% +$134K ﹤0.01% 4129
2020
Q2 		$217K Sell
7,477
-2,567
-26% -$73.2K ﹤0.01% 4221
2020
Q1 		$260K Buy
10,044
+3,853
+62% +$123K ﹤0.01% 4155
2019
Q4 		$216K Buy
+6,191
New +$207K ﹤0.01% 4634
2018
Q4 		– Sell
-172
Closed -$5K – 5932
2018
Q3 		$5K Buy
+172
New +$5.31K ﹤0.01% 5562
2017
Q1 		– Sell
-860,000
Closed -$23.5M – 5217
2016
Q4 		$23.5M Buy
+860,000
New +$22.7M 0.01% 1361
2014
Q3 		– Sell
-60,352
Closed -$1.48M – 4257
2014
Q2 		$1.48M Sell
60,352
-3,024
-5% -$72.4K ﹤0.01% 2692
2014
Q1 		$1.5M Buy
63,376
+46,328
+272% +$1.06M ﹤0.01% 2686
2013
Q4 		$395K Sell
17,048
-10,736
-39% -$240K ﹤0.01% 3580
2013
Q3 		$590K Sell
27,784
-14,276
-34% -$306K ﹤0.01% 3548
2013
Q2 		$864K Buy
+42,060
New +$865K ﹤0.01% 3346

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.4% in Q2 2026, selling an estimated $18.3M and leaving 6,598,736 shares worth $401M. The position accounts for 0.02% of the portfolio, ranked #517.

JP Morgan Chase first reported a position in SPYV in Q2 2013 and has held it in 34 quarters since. The position peaked at $413M in Q3 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • JP Morgan Chase held 6,598,736 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $401M as of Q2 2026.
  • JP Morgan Chase sold 305,831 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $18.3M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #517 holding.
  • JP Morgan Chase first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2013 and has held it in 34 quarters since.
  • JP Morgan Chase's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $413M in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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