JP Morgan Chase
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JP Morgan Chase’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

JP Morgan Chase’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.44M Buy
30,561
+1,621
+6% +$355K ﹤0.01% 3088
2025
Q4 		$6.1M Sell
28,940
-116
-0.4% -$24K ﹤0.01% 3128
2025
Q3 		$5.93M Sell
29,056
-48
-0.2% -$9.52K ﹤0.01% 3194
2025
Q2 		$5.59M Sell
29,104
-671
-2% -$122K ﹤0.01% 3051
2025
Q1 		$5.47M Buy
29,775
+1,547
+5% +$291K ﹤0.01% 3079
2024
Q4 		$5.2M Sell
28,228
-313
-1% -$58.9K ﹤0.01% 3301
2024
Q3 		$5.26M Buy
28,541
+1,402
+5% +$249K ﹤0.01% 3181
2024
Q2 		$4.67M Sell
27,139
-2,529
-9% -$433K ﹤0.01% 3088
2024
Q1 		$5.2M Sell
29,668
-430
-1% -$71K ﹤0.01% 3072
2023
Q4 		$4.82M Buy
30,098
+22,159
+279% +$3.3M ﹤0.01% 3121
2023
Q3 		$1.15M Buy
+7,939
New +$1.19M ﹤0.01% 3969
2023
Q1 		– Sell
-1,553
Closed -$217K – 7257
2022
Q4 		$217K Buy
+1,553
New +$216K ﹤0.01% 4997
2019
Q1 		– Sell
-25
Closed -$2K – 6073
2018
Q4 		$2K Buy
+25
New +$2.51K ﹤0.01% 5603

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

JP Morgan Chase increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 5.6% in Q1 2026, buying an estimated $355K and bringing the position to 30,561 shares worth $6.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3088.

JP Morgan Chase first reported a position in VLU in Q4 2018 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • JP Morgan Chase held 30,561 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $6.44M as of Q1 2026.
  • JP Morgan Chase bought 1,621 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $355K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3088 holding.
  • JP Morgan Chase first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2018 and has held it in 13 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

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