JP Morgan Chase
BKDV

JP Morgan Chase’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

JP Morgan Chase’s Portfolio BKDV Stock Details BKDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
32,505
-6,114
-16% -$196K ﹤0.01% 4608
2026
Q1 		$1.12M Buy
38,619
+13,369
+53% +$403K ﹤0.01% 4532
2025
Q4 		$733K Buy
+25,250
New +$715K ﹤0.01% 4795

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

JP Morgan Chase's BKDV Position: Q2 2026 in Review

JP Morgan Chase reduced its BNY Mellon Dynamic Value ETF (BKDV) stake by 16% in Q2 2026, selling an estimated $196K and leaving 32,505 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4608.

JP Morgan Chase first reported a position in BKDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q1 2026. 96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • JP Morgan Chase held 32,505 shares of BNY Mellon Dynamic Value ETF worth $1.09M as of Q2 2026.
  • JP Morgan Chase sold 6,114 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $196K.
  • BNY Mellon Dynamic Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4608 holding.
  • JP Morgan Chase first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's BNY Mellon Dynamic Value ETF position peaked at $1.12M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.