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
2024 Q2	–	Sell	-25,000	Closed	-$1.13M	–	7789
2024 Q1	$1.13M	Sell	25,000 -7,800	-24%	-$337K	﹤0.01%	4251
2023 Q4	$1.75M	Sell	32,800 -692,200	-95%	-$28.2M	﹤0.01%	3935
2023 Q3	$16M	Buy	725,000 +656,900	+965%	+$27M	﹤0.01%	1864
2023 Q2	$1.43M	Buy	68,100 +68,000	+68,000%	+$2.75M	﹤0.01%	3789
2023 Q1	$2K	Sell	100 -3,600,000	-100%	-$163M	﹤0.01%	6448
2022 Q4	$73.9M	Buy	3,600,100 +2,200,600	+157%	+$98.5M	0.01%	909
2022 Q3	$28.3M	Buy	1,399,500 +499,500	+56%	+$22.7M	﹤0.01%	1352
2022 Q2	$18.2M	Sell	900,000 -587,500	-39%	-$27M	﹤0.01%	1692
2022 Q1	$32.4M	Buy	+1,487,500	New	+$73M	﹤0.01%	1417
2021 Q1	–	Sell	-195,000	Closed	-$20M	–	6405
2020 Q4	$20M	Buy	+195,000	New	+$7.27M	﹤0.01%	1610

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

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

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 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 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.