JP Morgan Chase
XDTE icon

JP Morgan Chase’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

JP Morgan Chase’s Portfolio XDTE Stock Details XDTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$856 Buy
+22
New +$857 ﹤0.01% 7355
2026
Q1 		– Sell
-23
Closed -$912 – 7966
2025
Q4 		$912 Buy
+23
New +$999 ﹤0.01% 7033

Other funds holding XDTE

PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q2 2026: 22 shares worth $856. The stake represents ﹤0.01% of the portfolio and ranks #7355 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in XDTE as recently as Q4 2025.

JP Morgan Chase first reported a position in XDTE in Q4 2025 and has held it in 2 quarters since. The position peaked at $912 in Q4 2025. 33 funds tracked by Wall St. Rank hold XDTE as of Q2 2026.

  • JP Morgan Chase held 22 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $856 as of Q2 2026.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF was a new JP Morgan Chase position in Q2 2026.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7355 holding.
  • JP Morgan Chase first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • JP Morgan Chase's Roundhill S&P 500 0DTE Covered Call Strategy ETF position peaked at $912 in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q2 2026.

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