JP Morgan Chase’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

JP Morgan Chase’s Portfolio DYLD Stock Details DYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,204	Closed	-$231K	–	7467
2025 Q2	$231K	Buy	+10,204	New	+$229K	﹤0.01%	5165
2023 Q2	–	Sell	-294	Closed	-$7K	–	7012
2023 Q1	$7K	Buy	+294	New	+$6.59K	﹤0.01%	6183

Other funds holding DYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase's DYLD Position: Q3 2025 in Review

JP Morgan Chase sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2025, closing a stake of 10,204 shares — an estimated $231K sold.

JP Morgan Chase first reported a position in DYLD in Q1 2023 and held it in 2 quarters. The position peaked at $231K in Q2 2025. 19 funds tracked by Wall St. Rank hold DYLD as of Q3 2025.

JP Morgan Chase reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 10,204 LeaderShares Dynamic Yield ETF shares in Q3 2025, an estimated $231K.
JP Morgan Chase first reported a position in LeaderShares Dynamic Yield ETF in Q1 2023 and held it in 2 quarters.
JP Morgan Chase's LeaderShares Dynamic Yield ETF position peaked at $231K in Q2 2025.
19 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.