JP Morgan Chase’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

JP Morgan Chase’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$774M	Buy	16,011,400 +8,672,000	+118%	+$452M	0.05%	313
2025 Q4	$402M	Sell	7,339,400 -7,115,700	-49%	-$379M	0.03%	459
2025 Q3	$779M	Buy	14,455,100 +11,725,100	+429%	+$621M	0.05%	328
2025 Q2	$143M	Sell	2,730,000 -1,879,600	-41%	-$93M	0.01%	791
2025 Q1	$230M	Sell	4,609,600 -24,838,600	-84%	-$1.25B	0.02%	630
2024 Q4	$1.42B	Buy	29,448,200 +6,694,800	+29%	+$324M	0.11%	186
2024 Q3	$1.03B	Buy	22,753,400 +12,553,300	+123%	+$548M	0.08%	232
2024 Q2	$419M	Buy	10,200,100 +3,088,600	+43%	+$127M	0.03%	416
2024 Q1	$300M	Buy	7,111,500 +5,014,900	+239%	+$198M	0.03%	526
2023 Q4	$78.8M	Sell	2,096,600 -3,156,500	-60%	-$109M	0.01%	998
2023 Q3	$174M	Buy	5,253,100 +3,541,600	+207%	+$122M	0.02%	595
2023 Q2	$57.7M	Buy	1,711,500 +1,031,600	+152%	+$33.7M	0.01%	1064
2023 Q1	$21.9M	Sell	679,900 -2,620,100	-79%	-$91M	﹤0.01%	1598
2022 Q4	$113M	Buy	3,300,000 +1,850,000	+128%	+$62.6M	0.01%	728
2022 Q3	$44M	Sell	1,450,000 -1,050,000	-42%	-$34.7M	0.01%	1104
2022 Q2	$78.6M	Sell	2,500,000 -1,735,000	-41%	-$60M	0.01%	847
2022 Q1	$162M	Buy	4,235,000 +571,700	+16%	+$22.3M	0.02%	637
2021 Q4	$143M	Sell	3,663,300 -7,026,200	-66%	-$276M	0.02%	708
2021 Q3	$401M	Buy	10,689,500 +3,077,200	+40%	+$115M	0.05%	373
2021 Q2	$279M	Sell	7,612,300 -11,563,900	-60%	-$423M	0.03%	505
2021 Q1	$653M	Buy	19,176,200 +13,235,200	+223%	+$425M	0.09%	247
2020 Q4	$175M	Sell	5,941,000 -2,858,600	-32%	-$76.5M	0.03%	568
2020 Q3	$209M	Buy	8,799,600 +513,400	+6%	+$12.5M	0.04%	462
2020 Q2	$192M	Buy	8,286,200 +6,256,500	+308%	+$142M	0.04%	453
2020 Q1	$42.3M	Buy	2,029,700 +970,800	+92%	+$26.7M	0.01%	870
2019 Q4	$32.6M	Sell	1,058,900 -4,333,000	-80%	-$127M	0.01%	1218
2019 Q3	$151M	Sell	5,391,900 -693,300	-11%	-$19.1M	0.03%	523
2019 Q2	$166M	Sell	6,085,200 -4,526,500	-43%	-$123M	0.03%	506
2019 Q1	$273M	Buy	10,611,700 +2,439,200	+30%	+$63M	0.06%	347
2018 Q4	$195M	Buy	8,172,500 +89,200	+1%	+$2.32M	0.05%	411
2018 Q3	$223M	Sell	8,083,300 -2,361,100	-23%	-$66.1M	0.04%	420
2018 Q2	$278M	Buy	10,444,400 +6,699,200	+179%	+$185M	0.06%	342
2018 Q1	$103M	Buy	3,745,200 +1,987,200	+113%	+$57.2M	0.02%	619
2017 Q4	$49.1M	Sell	1,758,000 -2,546,800	-59%	-$68.5M	0.01%	994
2017 Q3	$111M	Buy	4,304,800 +1,328,000	+45%	+$33.1M	0.02%	586
2017 Q2	$73.4M	Buy	2,976,800 +566,163	+23%	+$13.4M	0.02%	743
2017 Q1	$57.2M	Sell	2,410,637 -816,824	-25%	-$19.6M	0.01%	878
2016 Q4	$75M	Buy	3,227,461 +3,077,461	+2,052%	+$66M	0.02%	700
2016 Q3	$2.9M	Sell	150,000 -3,785,066	-96%	-$78.1M	﹤0.01%	2577
2016 Q2	$78.9M	Buy	3,935,066 +3,775,586	+2,367%	+$76.4M	0.02%	639
2016 Q1	$3.15M	Sell	159,480 -2,466,024	-94%	-$47M	﹤0.01%	2461
2015 Q4	$54.8M	Buy	2,625,504 +2,041,920	+350%	+$43M	0.01%	771
2015 Q3	$11.6M	Buy	+583,584	New	+$12.4M	﹤0.01%	1648

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 50% in Q1 2026, buying an estimated $2.53B and bringing the position to 144,985,688 shares worth $7.01B. The position accounts for 0.45% of the portfolio, ranked #33.

JP Morgan Chase first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.47B in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

JP Morgan Chase held 144,985,688 shares of State Street Financial Select Sector SPDR ETF worth $7.01B as of Q1 2026.
JP Morgan Chase bought 48,607,893 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.53B.
State Street Financial Select Sector SPDR ETF made up 0.45% of JP Morgan Chase's portfolio in Q1 2026, its #33 holding.
JP Morgan Chase first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's State Street Financial Select Sector SPDR ETF position peaked at $7.47B in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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