JP Morgan Chase
BDVL

JP Morgan Chase’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

JP Morgan Chase’s Portfolio BDVL Stock Details BDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84M Sell
3,477,354
-18,979
-0.5% -$478K 0.01% 1070
2025
Q4 		$86.7M Buy
3,496,333
+26,598
+0.8% +$666K 0.01% 1005
2025
Q3 		$86.7M Buy
+3,469,735
New +$86.5M 0.01% 1065

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JP Morgan Chase's BDVL Position: Q1 2026 in Review

JP Morgan Chase reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 0.54% in Q1 2026, selling an estimated $478K and leaving 3,477,354 shares worth $84M. The position accounts for 0.01% of the portfolio, ranked #1070.

JP Morgan Chase first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $86.7M in Q3 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • JP Morgan Chase held 3,477,354 shares of iShares Disciplined Volatility Equity Active ETF worth $84M as of Q1 2026.
  • JP Morgan Chase sold 18,979 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $478K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1070 holding.
  • JP Morgan Chase first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's iShares Disciplined Volatility Equity Active ETF position peaked at $86.7M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.