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 Q1	$10.1M	Sell	70,000 -134,500	-66%	-$20.7M	﹤0.01%	2663
2025 Q4	$31.7M	Buy	204,500 +76,900	+60%	+$11.5M	﹤0.01%	1681
2025 Q3	$17.8M	Sell	127,600 -166,900	-57%	-$22.6M	﹤0.01%	2194
2025 Q2	$39.7M	Buy	294,500 +244,500	+489%	+$33M	﹤0.01%	1469
2025 Q1	$7.3M	Sell	50,000 -80,000	-62%	-$11.6M	﹤0.01%	2826
2024 Q4	$17.9M	Buy	130,000 +80,000	+160%	+$11.7M	﹤0.01%	2146
2024 Q3	$7.7M	Sell	50,000 -5,600	-10%	-$849K	﹤0.01%	2844
2024 Q2	$8.1M	Sell	55,600 -169,400	-75%	-$24.3M	﹤0.01%	2642
2024 Q1	$33.2M	Buy	225,000 +171,200	+318%	+$24.6M	﹤0.01%	1538
2023 Q4	$7.34M	Sell	53,800 -150,000	-74%	-$19.5M	﹤0.01%	2761
2023 Q3	$26.2M	Buy	203,800 +193,700	+1,918%	+$25.7M	﹤0.01%	1485
2023 Q2	$1.34M	Buy	10,100 +6,300	+166%	+$830K	﹤0.01%	3830
2023 Q1	$492K	Sell	3,800 -213,500	-98%	-$27.9M	﹤0.01%	4517
2022 Q4	$29.5M	Buy	217,300 +200,000	+1,156%	+$26.5M	﹤0.01%	1393
2022 Q3	$2.1M	Sell	17,300 -222,000	-93%	-$28.6M	﹤0.01%	3420
2022 Q2	$30.7M	Buy	239,300 +206,000	+619%	+$27M	﹤0.01%	1311
2022 Q1	$4.56M	Sell	33,300 -268,100	-89%	-$35.5M	﹤0.01%	3081
2021 Q4	$42.5M	Buy	301,400 +301,200	+150,600%	+$40M	﹤0.01%	1294
2021 Q3	$25K	Buy	+200	New	+$26.4K	﹤0.01%	6002
2021 Q1	–	Sell	-99,000	Closed	-$11.2M	–	6401
2020 Q4	$11.2M	Sell	99,000 -400,000	-80%	-$43.7M	﹤0.01%	2115
2020 Q3	$51.8M	Buy	499,000 +400,000	+404%	+$42.1M	0.01%	953
2020 Q2	$9.91M	Sell	99,000 -60,000	-38%	-$5.92M	﹤0.01%	1903
2020 Q1	$14.1M	Buy	159,000 +27,000	+20%	+$2.62M	﹤0.01%	1476
2019 Q4	$13.4M	Sell	132,000 -33,800	-20%	-$3.25M	﹤0.01%	1876
2019 Q3	$14.9M	Hold	165,800	–	–	﹤0.01%	1818
2019 Q2	$15.3M	Sell	165,800 -100	-0.1%	-$8.99K	﹤0.01%	1765
2019 Q1	$15.2M	Buy	165,900 +5,900	+4%	+$532K	﹤0.01%	1737
2018 Q4	$13.8M	Hold	160,000	–	–	﹤0.01%	1762
2018 Q3	$15.2M	Hold	160,000	–	–	﹤0.01%	1872
2018 Q2	$13.4M	Sell	160,000 -229,600	-59%	-$19M	﹤0.01%	1913
2018 Q1	$31.7M	Buy	389,600 +77,500	+25%	+$6.6M	0.01%	1213
2017 Q4	$25.8M	Sell	312,100 -60,000	-16%	-$4.95M	0.01%	1390
2017 Q3	$30.2M	Buy	372,100 +105,900	+40%	+$8.5M	0.01%	1225
2017 Q2	$21.1M	Sell	266,200 -111,737	-30%	-$8.51M	﹤0.01%	1418
2017 Q1	$28.1M	Sell	377,937 -18,663	-5%	-$1.36M	0.01%	1246
2016 Q4	$27.3M	Buy	+396,600	New	+$27.5M	0.01%	1269
2015 Q4	–	Sell	-80,000	Closed	-$5.3M	–	4820
2015 Q3	$5.3M	Buy	+80,000	New	+$5.85M	﹤0.01%	2185
2015 Q1	–	Sell	-310,600	Closed	-$15.1M	–	4292
2014 Q4	$15.1M	Buy	+310,600	New	+$20.8M	﹤0.01%	1656

Other funds holding XLV

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

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

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.8% in Q1 2026, selling an estimated $150M and leaving 15,794,063 shares worth $2.27B. The position accounts for 0.15% of the portfolio, ranked #145.

JP Morgan Chase first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.6B in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

JP Morgan Chase held 15,794,063 shares of State Street Health Care Select Sector SPDR ETF worth $2.27B as of Q1 2026.
JP Morgan Chase sold 974,260 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $150M.
State Street Health Care Select Sector SPDR ETF made up 0.15% of JP Morgan Chase's portfolio in Q1 2026, its #145 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 52 quarters since.
JP Morgan Chase's State Street Health Care Select Sector SPDR ETF position peaked at $2.6B in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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