JP Morgan Chase
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JP Morgan Chase’s Franklin US Equity Index ETF USPX Stock Holding History

JP Morgan Chase’s Portfolio USPX Stock Details USPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.9M Buy
505,876
+46,782
+10% +$2.78M ﹤0.01% 1802
2025
Q4 		$27.4M Buy
459,094
+27,413
+6% +$1.63M ﹤0.01% 1806
2025
Q3 		$25.3M Buy
431,681
+13,249
+3% +$746K ﹤0.01% 1909
2025
Q2 		$22.7M Buy
418,432
+64,227
+18% +$3.22M ﹤0.01% 1860
2025
Q1 		$17.4M Buy
354,205
+32,199
+10% +$1.66M ﹤0.01% 2031
2024
Q4 		$16.5M Buy
322,006
+13,094
+4% +$677K ﹤0.01% 2212
2024
Q3 		$15.5M Sell
308,912
-17,858
-5% -$864K ﹤0.01% 2213
2024
Q2 		$15.6M Buy
326,770
+33,554
+11% +$1.54M ﹤0.01% 2063
2024
Q1 		$13.5M Buy
293,216
+27,497
+10% +$1.2M ﹤0.01% 2217
2023
Q4 		$11.1M Sell
265,719
-144,104
-35% -$5.62M ﹤0.01% 2362
2023
Q3 		$15.3M Buy
409,823
+223,651
+120% +$8.7M ﹤0.01% 1891
2023
Q2 		$7.22M Buy
+186,172
New +$6.81M ﹤0.01% 2573

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

JP Morgan Chase increased its Franklin US Equity Index ETF (USPX) stake by 10% in Q1 2026, buying an estimated $2.78M and bringing the position to 505,876 shares worth $27.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

JP Morgan Chase first reported a position in USPX in Q2 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • JP Morgan Chase held 505,876 shares of Franklin US Equity Index ETF worth $27.9M as of Q1 2026.
  • JP Morgan Chase bought 46,782 Franklin US Equity Index ETF shares in Q1 2026, an estimated $2.78M.
  • Franklin US Equity Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1802 holding.
  • JP Morgan Chase first reported a position in Franklin US Equity Index ETF in Q2 2023 and has held it in 12 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

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