JP Morgan Chase
XSLV icon

JP Morgan Chase’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

JP Morgan Chase’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Buy
+449
New +$21.7K ﹤0.01% 6521
2025
Q2 		– Sell
-1
Closed -$46 – 7717
2025
Q1 		$46 Sell
1
-605
-100% -$28.4K ﹤0.01% 6999
2024
Q4 		$28.6K Sell
606
-24
-4% -$1.17K ﹤0.01% 6168
2024
Q3 		$30.3K Hold
630
– – ﹤0.01% 6143
2024
Q2 		$27.5K Hold
630
– – ﹤0.01% 6058
2024
Q1 		$27.9K Hold
630
– – ﹤0.01% 6136
2023
Q4 		$27.8K Buy
+630
New +$25.7K ﹤0.01% 6174
2020
Q4 		– Sell
-50,000
Closed -$1.87M – 5974
2020
Q3 		$1.66M Buy
+50,000
New +$1.72M ﹤0.01% 3356
2019
Q4 		– Sell
-4
Closed – – 5924
2019
Q3 		$0 Hold
4
– – ﹤0.01% 5988
2019
Q2 		$0 Hold
4
– – ﹤0.01% 6048
2019
Q1 		$0 Hold
4
– – ﹤0.01% 6088
2018
Q4 		$0 Hold
4
– – ﹤0.01% 5969
2018
Q3 		$0 Hold
4
– – ﹤0.01% 5852
2018
Q2 		$0 Hold
4
– – ﹤0.01% 5722
2018
Q1 		$0 Sell
4
-15,126
-100% -$686K ﹤0.01% 5660
2017
Q4 		$700K Sell
15,130
-518
-3% -$24.2K ﹤0.01% 3914
2017
Q3 		$719K Sell
15,648
-19,988
-56% -$874K ﹤0.01% 3684
2017
Q2 		$1.55M Buy
35,636
+3,260
+10% +$141K ﹤0.01% 3193
2017
Q1 		$1.39M Sell
32,376
-16,874
-34% -$722K ﹤0.01% 3246
2016
Q4 		$2.14M Buy
49,250
+41,190
+511% +$1.67M ﹤0.01% 3033
2016
Q3 		$312K Buy
8,060
+4,799
+147% +$184K ﹤0.01% 3562
2016
Q2 		$121K Buy
3,261
+2,000
+159% +$71.4K ﹤0.01% 3843
2016
Q1 		$44K Buy
+1,261
New +$41.6K ﹤0.01% 3927
2015
Q1 		– Sell
-27,132
Closed -$912K – 4298
2014
Q4 		$912K Buy
27,132
+10,043
+59% +$324K ﹤0.01% 3391
2014
Q3 		$514K Buy
17,089
+7,446
+77% +$233K ﹤0.01% 3653
2014
Q2 		$308K Sell
9,643
-10,279
-52% -$321K ﹤0.01% 3261
2014
Q1 		$633K Buy
+19,922
New +$616K ﹤0.01% 3049

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2026: 449 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #6521 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in XSLV as recently as Q1 2025.

JP Morgan Chase first reported a position in XSLV in Q1 2014 and has held it in 27 quarters since. The position peaked at $2.14M in Q4 2016. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • JP Morgan Chase held 449 shares of Invesco S&P SmallCap Low Volatility ETF worth $21K as of Q1 2026.
  • Invesco S&P SmallCap Low Volatility ETF was a new JP Morgan Chase position in Q1 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6521 holding.
  • JP Morgan Chase first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2014 and has held it in 27 quarters since.
  • JP Morgan Chase's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.14M in Q4 2016.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

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