SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

JPMORGAN CHASE & CO's Holding History (CIK: 0000019617)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,796,464 Value ($000) $386,107 Avg Close — Range —
Q3 2025
Shares 7,456,598 Value ($000) $412,574 Avg Close — Range —
Q2 2025
Shares 7,191,638 Value ($000) $376,410 Avg Close — Range —
Q1 2025
Shares 6,800,995 Value ($000) $347,327 Avg Close — Range —
Q4 2024
Shares 5,440,752 Value ($000) $278,240 Avg Close — Range —
Q3 2024
Shares 5,569,723 Value ($000) $294,416 Avg Close — Range —
Q2 2024
Shares 5,282,928 Value ($000) $257,490 Avg Close — Range —
Q1 2024
Shares 5,086,398 Value ($000) $254,829 Avg Close — Range —
Q4 2023
Shares 3,745,449 Value ($000) $174,650 Avg Close — Range —
Q3 2023
Shares 479,267 Value ($000) $19,774 Avg Close — Range —
Q2 2023
Shares 458,105 Value ($000) $19,790 Avg Close — Range —
Q1 2023
Shares 292,568 Value ($000) $11,914 Avg Close — Range —
Q4 2022
Shares 312,493 Value ($000) $12 Avg Close — Range —
Q3 2022
Shares 33,074 Value ($000) $1,140 Avg Close — Range —
Q2 2022
Shares 30,987 Value ($000) $1,141 Avg Close — Range —
Q1 2022
Shares 33,696 Value ($000) $1,407 Avg Close — Range —
Q4 2021
Shares 24,438 Value ($000) $1,027 Avg Close — Range —
Q3 2021
Shares 20,574 Value ($000) $802 Avg Close — Range —
Q2 2021
Shares 18,148 Value ($000) $717 Avg Close — Range —
Q1 2021
Shares 145,459 Value ($000) $5,513 Avg Close — Range —
Q4 2020
Shares 14,044 Value ($000) $483 Avg Close — Range —
Q3 2020
Shares 11,873 Value ($000) $355 Avg Close — Range —
Q2 2020
Shares 7,477 Value ($000) $217 Avg Close — Range —
Q1 2020
Shares 10,044 Value ($000) $260 Avg Close — Range —
Q4 2019
Shares 6,191 Value ($000) $216 Avg Close — Range —
Q3 2018
Shares 172 Value ($000) $5 Avg Close — Range —
Q4 2016
Shares 215,000 Value ($000) $23,536 Avg Close — Range —
Q2 2014
Shares 15,088 Value ($000) $1,476 Avg Close — Range —
Q1 2014
Shares 15,844 Value ($000) $1,495 Avg Close — Range —
Q4 2013
Shares 4,262 Value ($000) $395 Avg Close — Range —
Q3 2013
Shares 6,946 Value ($000) $590 Avg Close — Range —
Q2 2013
Shares 10,515 Value ($000) $864 Avg Close — Range —