JP Morgan Chase
XYLD icon

JP Morgan Chase’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

JP Morgan Chase’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.4K Buy
767
+287
+60% +$11.6K ﹤0.01% 6406
2025
Q4 		$19.5K Buy
480
+94
+24% +$3.76K ﹤0.01% 6514
2025
Q3 		$15.2K Sell
386
-10,397
-96% -$406K ﹤0.01% 6551
2025
Q2 		$420K Buy
10,783
+6,999
+185% +$268K ﹤0.01% 4867
2025
Q1 		$149K Sell
3,784
-5,025
-57% -$209K ﹤0.01% 5379
2024
Q4 		$369K Sell
8,809
-4,343
-33% -$182K ﹤0.01% 5193
2024
Q3 		$546K Buy
13,152
+12,036
+1,078% +$490K ﹤0.01% 4842
2024
Q2 		$45.1K Sell
1,116
-403
-27% -$16.2K ﹤0.01% 5900
2024
Q1 		$62K Sell
1,519
-366,260
-100% -$14.7M ﹤0.01% 5858
2023
Q4 		$14.5M Buy
367,779
+367,148
+58,185% +$14.3M ﹤0.01% 2119
2023
Q3 		$24.5K Sell
631
-1,274
-67% -$51.6K ﹤0.01% 6017
2023
Q2 		$78.2K Sell
1,905
-2,730
-59% -$111K ﹤0.01% 5571
2023
Q1 		$188K Buy
4,635
+432
+10% +$17.4K ﹤0.01% 5103
2022
Q4 		$165K Buy
4,203
+3,508
+505% +$140K ﹤0.01% 5131
2022
Q3 		$26K Buy
695
+223
+47% +$9.44K ﹤0.01% 5735
2022
Q2 		$20K Buy
472
+272
+136% +$12.4K ﹤0.01% 5897
2022
Q1 		$10K Buy
+200
New +$9.77K ﹤0.01% 6214

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return