JP Morgan Chase
XLV icon

JP Morgan Chase’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

JP Morgan Chase’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1B Sell
13,036,140
-2,757,923
-17% -$410M 0.12% 168
2026
Q1 		$2.27B Sell
15,794,063
-974,260
-6% -$150M 0.15% 145
2025
Q4 		$2.6B Buy
16,768,323
+2,957,648
+21% +$443M 0.16% 132
2025
Q3 		$1.92B Buy
13,810,675
+998,856
+8% +$135M 0.12% 175
2025
Q2 		$1.73B Buy
12,811,819
+130,340
+1% +$17.6M 0.11% 174
2025
Q1 		$1.85B Buy
12,681,479
+1,750,223
+16% +$254M 0.14% 153
2024
Q4 		$1.5B Sell
10,931,256
-2,593,809
-19% -$380M 0.11% 179
2024
Q3 		$2.08B Buy
13,525,065
+2,491,058
+23% +$378M 0.16% 137
2024
Q2 		$1.61B Sell
11,034,007
-3,116,313
-22% -$447M 0.13% 153
2024
Q1 		$2.09B Sell
14,150,320
-526,658
-4% -$75.6M 0.18% 127
2023
Q4 		$2B Sell
14,676,978
-844,672
-5% -$110M 0.19% 118
2023
Q3 		$2B Buy
15,521,650
+711,601
+5% +$94.5M 0.22% 108
2023
Q2 		$1.97B Sell
14,810,049
-1,706,057
-10% -$225M 0.21% 107
2023
Q1 		$2.14B Sell
16,516,106
-1,443,660
-8% -$189M 0.26% 89
2022
Q4 		$2.44B Sell
17,959,766
-750,594
-4% -$99.5M 0.32% 74
2022
Q3 		$2.27B Sell
18,710,360
-255,936
-1% -$33M 0.33% 73
2022
Q2 		$2.43B Buy
18,966,296
+3,309,751
+21% +$434M 0.34% 68
2022
Q1 		$2.14B Sell
15,656,545
-1,648,982
-10% -$218M 0.26% 86
2021
Q4 		$2.44B Buy
17,305,527
+1,932,121
+13% +$257M 0.28% 77
2021
Q3 		$1.96B Buy
15,373,406
+3,822,787
+33% +$505M 0.24% 90
2021
Q2 		$1.45B Sell
11,550,619
-192,870
-2% -$23.6M 0.17% 138
2021
Q1 		$1.37B Sell
11,743,489
-2,256,050
-16% -$260M 0.18% 130
2020
Q4 		$1.59B Sell
13,999,539
-6,074,436
-30% -$663M 0.23% 92
2020
Q3 		$2.08B Buy
20,073,975
+2,276,030
+13% +$240M 0.35% 55
2020
Q2 		$1.78B Sell
17,797,945
-21,185
-0.1% -$2.09M 0.34% 56
2020
Q1 		$1.58B Buy
17,819,130
+10,905,426
+158% +$1.06B 0.37% 57
2019
Q4 		$704M Sell
6,913,704
-2,814,056
-29% -$271M 0.13% 168
2019
Q3 		$877M Sell
9,727,760
-1,036,875
-10% -$94.7M 0.17% 131
2019
Q2 		$994M Buy
10,764,635
+182,646
+2% +$16.4M 0.19% 110
2019
Q1 		$971M Sell
10,581,989
-1,613,417
-13% -$145M 0.2% 108
2018
Q4 		$1.06B Buy
12,195,406
+3,220,839
+36% +$292M 0.24% 92
2018
Q3 		$854M Buy
8,974,567
+1,714,344
+24% +$155M 0.16% 133
2018
Q2 		$606M Buy
7,260,223
+867,500
+14% +$71.9M 0.12% 169
2018
Q1 		$520M Buy
6,392,723
+1,388,952
+28% +$118M 0.11% 205
2017
Q4 		$414M Sell
5,003,771
-2,101,101
-30% -$173M 0.09% 249
2017
Q3 		$577M Buy
7,104,872
+1,786,387
+34% +$143M 0.13% 173
2017
Q2 		$421M Buy
5,318,485
+54,138
+1% +$4.12M 0.1% 236
2017
Q1 		$391M Sell
5,264,347
-3,905,249
-43% -$285M 0.09% 238
2016
Q4 		$632M Buy
9,169,596
+4,505,571
+97% +$313M 0.15% 147
2016
Q3 		$336M Sell
4,664,025
-208,925
-4% -$15.4M 0.08% 256
2016
Q2 		$349M Sell
4,872,950
-1,035,564
-18% -$73M 0.09% 254
2016
Q1 		$400M Buy
5,908,514
+4,125,767
+231% +$276M 0.1% 227
2015
Q4 		$128M Sell
1,782,747
-4,316,962
-71% -$305M 0.03% 490
2015
Q3 		$404M Sell
6,099,709
-2,198,915
-26% -$161M 0.11% 214
2015
Q2 		$617M Buy
8,298,624
+4,113,215
+98% +$305M 0.15% 165
2015
Q1 		$303M Sell
4,185,409
-466,052
-10% -$33.2M 0.07% 315
2014
Q4 		$318M Sell
4,651,461
-1,122,495
-19% -$75.1M 0.07% 305
2014
Q3 		$369M Buy
5,773,956
+1,392,733
+32% +$87.2M 0.09% 258
2014
Q2 		$267M Buy
4,381,223
+454,113
+12% +$26.7M 0.07% 315
2014
Q1 		$230M Sell
3,927,110
-287,292
-7% -$16.6M 0.06% 324
2013
Q4 		$234M Sell
4,214,402
-3,296,580
-44% -$176M 0.07% 311
2013
Q3 		$380M Sell
7,510,982
-1,880,649
-20% -$94.5M 0.11% 215
2013
Q2 		$447M Buy
+9,391,631
New +$450M 0.14% 164

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 17% in Q2 2026, selling an estimated $410M and leaving 13,036,140 shares worth $2.1B. The position accounts for 0.12% of the portfolio, ranked #168.

JP Morgan Chase first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.6B in Q4 2025. 1,474 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • JP Morgan Chase held 13,036,140 shares of State Street Health Care Select Sector SPDR ETF worth $2.1B as of Q2 2026.
  • JP Morgan Chase sold 2,757,923 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $410M.
  • State Street Health Care Select Sector SPDR ETF made up 0.12% of JP Morgan Chase's portfolio in Q2 2026, its #168 holding.
  • JP Morgan Chase first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's State Street Health Care Select Sector SPDR ETF position peaked at $2.6B in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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