JP Morgan Chase’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$196K	Buy	2,125 +963	+83%	+$83K	﹤0.01%	5638
2026 Q1	$85.4K	Sell	1,162 -1,825	-61%	-$141K	﹤0.01%	5916
2025 Q4	$215K	Buy	2,987 +2,706	+963%	+$197K	﹤0.01%	5502
2025 Q3	$20.7K	Buy	281 +184	+190%	+$13K	﹤0.01%	6464
2025 Q2	$6.6K	Buy	97 +77	+385%	+$4.91K	﹤0.01%	6381
2025 Q1	$1.25K	Sell	20 -3	-13%	-$197	﹤0.01%	6600
2024 Q4	$1.52K	Hold	23	–	–	﹤0.01%	6678
2024 Q3	$1.52K	Sell	23 -190	-89%	-$12.1K	﹤0.01%	6666
2024 Q2	$12.8K	Sell	213 -1,187	-85%	-$70.8K	﹤0.01%	6220
2024 Q1	$84.4K	Buy	+1,400	New	+$79.9K	﹤0.01%	5752

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 83% in Q2 2026, buying an estimated $83K and bringing the position to 2,125 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #5638.

JP Morgan Chase first reported a position in XSMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $215K in Q4 2025. 318 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

JP Morgan Chase held 2,125 shares of Invesco S&P SmallCap Momentum ETF worth $196K as of Q2 2026.
JP Morgan Chase bought 963 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $83K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5638 holding.
JP Morgan Chase first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
JP Morgan Chase's Invesco S&P SmallCap Momentum ETF position peaked at $215K in Q4 2025.
318 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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