Bank of America’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Bank of America’s Portfolio JDIV Stock Details JDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-181	Closed	-$6K	–	9072
2021 Q4	$6K	Sell	181 -9,593	-98%	-$317K	﹤0.01%	7817
2021 Q3	$310K	Buy	9,774 +90	+0.9%	+$2.93K	﹤0.01%	5991
2021 Q2	$315K	Buy	9,684 +881	+10%	+$28.6K	﹤0.01%	5770
2021 Q1	$273K	Buy	8,803 +851	+11%	+$24.7K	﹤0.01%	5811
2020 Q4	$215K	Buy	7,952 +864	+12%	+$22.2K	﹤0.01%	5552
2020 Q3	$165K	Buy	+7,088	New	+$166K	﹤0.01%	5405
2020 Q1	–	Sell	-216	Closed	-$6K	–	7413
2019 Q4	$6K	Sell	216 -997	-82%	-$27.2K	﹤0.01%	6751
2019 Q3	$33K	Buy	+1,213	New	+$32K	﹤0.01%	6462
2018 Q4	–	Sell	-11,138	Closed	-$292K	–	7500
2018 Q3	$292K	Buy	+11,138	New	+$294K	﹤0.01%	5274

Other funds holding JDIV

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Bank of America's JDIV Position: Q1 2022 in Review

Bank of America sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q1 2022, closing a stake of 181 shares — an estimated $6K sold.

Bank of America first reported a position in JDIV in Q3 2018 and held it in 9 quarters. The position peaked at $315K in Q2 2021. 22 funds tracked by Wall St. Rank hold JDIV as of Q1 2022.

Bank of America reported no remaining JPMorgan U.S. Dividend ETF position as of Q1 2022 after selling out during the quarter.
Bank of America sold 181 JPMorgan U.S. Dividend ETF shares in Q1 2022, an estimated $6K.
Bank of America first reported a position in JPMorgan U.S. Dividend ETF in Q3 2018 and held it in 9 quarters.
Bank of America's JPMorgan U.S. Dividend ETF position peaked at $315K in Q2 2021.
22 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q1 2022.

Based on Bank of America's 13F filing for Q1 2022, filed 16 May 2022.