JP Morgan Chase
BGDV

JP Morgan Chase’s Bahl & Gaynor Dividend ETF BGDV Stock Holding History

JP Morgan Chase’s Portfolio BGDV Stock Details BGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$176K Buy
6,554
+6,234
+1,948% +$177K ﹤0.01% 5538
2025
Q4 		$8.77K Buy
+320
New +$8.66K ﹤0.01% 6701

Other funds holding BGDV

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase increased its Bahl & Gaynor Dividend ETF (BGDV) stake by 1,948% in Q1 2026, buying an estimated $177K and bringing the position to 6,554 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #5538.

JP Morgan Chase first reported a position in BGDV in Q4 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold BGDV as of Q1 2026.

  • JP Morgan Chase held 6,554 shares of Bahl & Gaynor Dividend ETF worth $176K as of Q1 2026.
  • JP Morgan Chase bought 6,234 Bahl & Gaynor Dividend ETF shares in Q1 2026, an estimated $177K.
  • Bahl & Gaynor Dividend ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5538 holding.
  • JP Morgan Chase first reported a position in Bahl & Gaynor Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Bahl & Gaynor Dividend ETF as of Q1 2026.

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