JPMORGAN CHASE & CO SPY 0 SPDR TR

Ownership history in JPMORGAN CHASE & CO  ·  244 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported 0 SPDR TR (SPY) in 244 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.67% in 2024 Q1. The latest visible filing shows SPY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in 0 SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPMORGAN CHASE & CO held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 41 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 345,400 +232,900 +207.0% 0.00% $23.3M 2026-02-14 (Est.) $679.89
2025 Q4 REDUCED 99.7% -4.4% 112,500 -44,447,922 -99.7% 0.00% $9.2M 2026-02-14 (Est.) $679.89
2025 Q4 ADDED 44,560,422 +44,115,422 +9913.6% 1.91% $30.39B 2026-02-14 (Est.) $679.89
2025 Q4 ADDED 445,000 +295,000 +196.7% 0.00% $46.1M 2026-02-14 (Est.) $679.89
2025 Q4 REDUCED 71.4% -4.4% 150,000 -375,000 -71.4% 0.00% $18.3M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 98.9% +3.6% 525,000 -49,127,522 -98.9% 0.00% $52.6M 2025-11-07 $667.17
2025 Q3 ADDED 49,652,522 +49,201,822 +10916.8% 1.98% $33.08B 2025-11-07 $667.17
2025 Q3 ADDED 450,700 +44,800 +11.0% 0.00% $42.0M 2025-11-07 $667.17
2025 Q3 ADDED 405,900 +404,900 +40490.0% 0.00% $31.8M 2025-11-07 $667.17
2025 Q3 REDUCED 100.0% +3.6% 1,000 -49,923,377 -100.0% 0.00% $59K 2025-11-07 $667.17
2025 Q2 ADDED 49,924,377 +47,192,677 +1727.6% 2.02% $30.85B 2025-08-12 $637.28
2025 Q2 ADDED 2,731,700 +2,681,700 +5363.4% 0.01% $162.2M 2025-08-12 $637.28
2025 Q2 REDUCED 75.0% +7.7% 50,000 -150,000 -75.0% 0.00% $3.4M 2025-08-12 $637.28
2025 Q2 REDUCED 99.7% +7.7% 200,000 -57,776,595 -99.7% 0.00% $16.6M 2025-08-12 $637.28
2025 Q1 ADDED 57,976,595 +57,926,595 +115853.2% 2.37% $32.43B 2025-05-12 $576.38
2025 Q1 ADDED 50,000 +25,000 +100.0% 0.00% $2.8M 2025-05-12 $576.38
2025 Q1 REDUCED 99.0% +10.8% 25,000 -2,503,600 -99.0% 0.00% $1.7M 2025-05-12 $576.38
2025 Q1 ADDED 2,528,600 +2,327,400 +1156.8% 0.01% $160.7M 2025-05-12 $576.38
2025 Q1 REDUCED 25.6% +10.8% 201,200 -69,100 -25.6% 0.00% $16.3M 2025-05-12 $576.38
2024 Q4 REDUCED 63.3% -4.3% 270,300 -466,500 -63.3% 0.00% $15.3M 2025-02-12 $594.73
2024 Q4 REDUCED 34.4% -4.3% 736,800 -386,400 -34.4% 0.00% $66.4M 2025-02-12 $594.73
2024 Q4 REDUCED 97.9% -4.3% 1,123,200 -52,063,913 -97.9% 0.01% $70.5M 2025-02-12 $594.73
2024 Q4 ADDED 53,187,113 +52,548,613 +8230.0% 2.32% $31.17B 2025-02-12 $594.73
2024 Q3 REDUCED 58.4% +2.9% 638,500 -896,000 -58.4% 0.00% $63.1M 2024-11-08 $587.66
2024 Q3 REDUCED 97.3% +2.9% 1,534,500 -55,143,732 -97.3% 0.01% $91.1M 2024-11-08 $587.66
2024 Q3 ADDED 56,678,232 +56,457,932 +25627.7% 2.48% $32.52B 2024-11-08 $587.66
2024 Q3 ADDED 220,300 +81,800 +59.1% 0.00% $14.0M 2024-11-08 $587.66
2024 Q2 REDUCED 89.9% +5.8% 138,500 -1,238,500 -89.9% 0.00% $12.8M 2024-08-12 $522.28
2024 Q2 REDUCED 97.6% +5.8% 1,377,000 -54,950,570 -97.6% 0.01% $67.6M 2024-08-12 $522.28
2024 Q2 ADDED 56,327,570 +56,207,270 +46722.6% 2.52% $30.65B 2024-08-12 $522.28
2024 Q2 REDUCED 85.8% +5.8% 120,300 -729,700 -85.8% 0.00% $7.1M 2024-08-12 $522.28
2024 Q1 REDUCED 39.6% +4.6% 850,000 -557,700 -39.6% 0.00% $40.0M 2024-05-10 $508.47
2024 Q1 REDUCED 97.7% +4.6% 1,407,700 -58,950,774 -97.7% 0.01% $70.8M 2024-05-10 $508.47
2024 Q1 ADDED 60,358,474 +59,963,274 +15172.9% 2.67% $31.57B 2024-05-10 $508.47
2024 Q1 ADDED 395,200 +56,900 +16.8% 0.00% $23.8M 2024-05-10 $508.47
2024 Q1 REDUCED 81.9% +4.6% 338,300 -1,531,100 -81.9% 0.00% $32.1M 2024-05-10 $508.47
2023 Q4 REDUCED 96.4% +10.2% 1,869,400 -50,024,744 -96.4% 0.01% $98.0M 2024-02-12 $487.56
2023 Q4 ADDED 51,894,144 +51,475,244 +12288.2% 2.37% $24.67B 2024-02-12 $487.56
2023 Q4 ADDED 418,900 +266,400 +174.7% 0.00% $25.1M 2024-02-12 $487.56
2023 Q4 REDUCED 80.7% +10.2% 152,500 -639,400 -80.7% 0.00% $7.0M 2024-02-12 $487.56
2023 Q4 ADDED 791,900 +489,400 +161.8% 0.01% $70.7M 2024-02-12 $487.56
203 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JPMORGAN CHASE & CO and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning SPY?

JPMORGAN CHASE & CO reported SPY across 41 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for SPY was 2.67% in 2024 Q1.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 345,400 shares, equal to 0.00% of portfolio, with an estimated market value of $23.3M.

What does the chart on this SPY ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPMORGAN CHASE & CO time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, JPMORGAN CHASE & CO correctly timed 120 out of 238 reported position changes (50%). The annualised alpha on SPY relative to SPY over the holding period was +0.0%.

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