JP Morgan Chase’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.2M	Sell	267,100 -491,100	-65%	-$57.4M	﹤0.01%	1794
2025 Q4	$90.5M	Sell	758,200 -9,200	-1%	-$1.09M	0.01%	989
2025 Q3	$91.9M	Buy	767,400 +269,200	+54%	+$30.8M	0.01%	1039
2025 Q2	$54.1M	Sell	498,200 -304,400	-38%	-$31.1M	﹤0.01%	1287
2025 Q1	$79.2M	Buy	802,600 +410,000	+104%	+$44.5M	0.01%	1061
2024 Q4	$44M	Buy	392,600 +58,200	+17%	+$6.22M	﹤0.01%	1407
2024 Q3	$33.5M	Buy	334,400 +270,000	+419%	+$25.2M	﹤0.01%	1602
2024 Q2	$5.87M	Buy	64,400 +4,400	+7%	+$391K	﹤0.01%	2914
2024 Q1	$5.52M	Hold	60,000	–	–	﹤0.01%	3022
2023 Q4	$5.36M	Buy	+60,000	New	+$4.97M	﹤0.01%	3018
2022 Q4	–	Sell	-100,800	Closed	-$7.18M	–	7052
2022 Q3	$7.18M	Buy	100,800 +78,400	+350%	+$6.13M	﹤0.01%	2429
2022 Q2	$1.54M	Sell	22,400 -205,000	-90%	-$16.2M	﹤0.01%	3750
2022 Q1	$21M	Sell	227,400 -480,200	-68%	-$44M	﹤0.01%	1730
2021 Q4	$72.3M	Sell	707,600 -94,200	-12%	-$9.38M	0.01%	1026
2021 Q3	$71.9M	Buy	801,800 +407,400	+103%	+$37M	0.01%	1016
2021 Q2	$35.2M	Buy	394,400 +214,400	+119%	+$18.7M	﹤0.01%	1406
2021 Q1	$15.1M	Sell	180,000 -40,000	-18%	-$3.33M	﹤0.01%	1982
2020 Q4	$17.7M	Buy	+220,000	New	+$17M	﹤0.01%	1715
2020 Q1	–	Sell	-528,000	Closed	-$33.1M	–	5788
2019 Q4	$33.1M	Sell	528,000 -195,000	-27%	-$11.9M	0.01%	1209
2019 Q3	$43.6M	Hold	723,000	–	–	0.01%	1021
2019 Q2	$43M	Sell	723,000 -600	-0.1%	-$35.1K	0.01%	1051
2019 Q1	$41.2M	Sell	723,600 -742,400	-51%	-$40.3M	0.01%	1055
2018 Q4	$72.6M	Sell	1,466,000 -84,200	-5%	-$4.45M	0.02%	743
2018 Q3	$90.9M	Buy	1,550,200 +5,400	+0.3%	+$308K	0.02%	747
2018 Q2	$84.4M	Buy	1,544,800 +196,000	+15%	+$10.4M	0.02%	714
2018 Q1	$68.3M	Sell	1,348,800 -418,400	-24%	-$21.8M	0.01%	797
2017 Q4	$87.2M	Buy	1,767,200 +209,400	+13%	+$9.85M	0.02%	719
2017 Q3	$69.9M	Buy	1,557,800 +1,394,600	+855%	+$62.7M	0.02%	772
2017 Q2	$7.31M	Buy	163,200 +130,000	+392%	+$5.82M	﹤0.01%	2202
2017 Q1	$1.46M	Buy	+33,200	New	+$1.42M	﹤0.01%	3218
2016 Q4	–	Sell	-260,000	Closed	-$10.4M	–	5154
2016 Q3	$10.4M	Buy	260,000 +60,000	+30%	+$2.42M	﹤0.01%	1767
2016 Q2	$7.8M	Buy	200,000 +170,000	+567%	+$6.69M	﹤0.01%	2000
2016 Q1	$1.19M	Sell	30,000 -372,000	-93%	-$13.9M	﹤0.01%	2995
2015 Q4	$15.7M	Sell	402,000 -198,000	-33%	-$7.86M	﹤0.01%	1508
2015 Q3	$14.2M	Buy	600,000 +100,000	+20%	+$3.84M	﹤0.01%	1497
2015 Q2	$12.1M	Sell	500,000 -700,000	-58%	-$26.8M	﹤0.01%	1785
2015 Q1	$29.3M	Buy	1,200,000 +1,189,400	+11,221%	+$43.7M	0.01%	1186
2014 Q4	$40.2M	Buy	+10,600	New	+$363K	0.01%	1041

Other funds holding XLY

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

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

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

JP Morgan Chase reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.5% in Q1 2026, selling an estimated $38.1M and leaving 12,955,190 shares worth $1.37B. The position accounts for 0.09% of the portfolio, ranked #216.

JP Morgan Chase first reported a position in XLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76B in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

JP Morgan Chase held 12,955,190 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.37B as of Q1 2026.
JP Morgan Chase sold 326,054 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $38.1M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of JP Morgan Chase's portfolio in Q1 2026, its #216 holding.
JP Morgan Chase first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.76B in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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