JP Morgan Chase
FDRR icon

JP Morgan Chase’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

JP Morgan Chase’s Portfolio FDRR Stock Details FDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.76M Buy
48,070
+22,715
+90% +$1.39M ﹤0.01% 3853
2025
Q4 		$1.55M Buy
25,355
+12,076
+91% +$724K ﹤0.01% 4297
2025
Q3 		$778K Sell
13,279
-11,252
-46% -$636K ﹤0.01% 4758
2025
Q2 		$1.33M Buy
24,531
+19,412
+379% +$974K ﹤0.01% 4210
2025
Q1 		$256K Buy
5,119
+4,605
+896% +$239K ﹤0.01% 5137
2024
Q4 		$26.5K Hold
514
– – ﹤0.01% 6187
2024
Q3 		$26.5K Sell
514
-1
-0.2% -$50 ﹤0.01% 6174
2024
Q2 		$24.9K Hold
515
– – ﹤0.01% 6080
2024
Q1 		$24K Sell
515
-184
-26% -$8.24K ﹤0.01% 6181
2023
Q4 		$30.7K Buy
699
+599
+599% +$24.6K ﹤0.01% 6149
2023
Q3 		$3.98K Buy
+100
New +$4.17K ﹤0.01% 6412
2023
Q2 		– Sell
-150
Closed -$6K – 7040
2023
Q1 		$6K Sell
150
-50
-25% -$2.03K ﹤0.01% 6211
2022
Q4 		$8K Hold
200
– – ﹤0.01% 6076
2022
Q3 		$7K Sell
200
-100
-33% -$3.98K ﹤0.01% 6023
2022
Q2 		$12K Buy
+300
New +$12.5K ﹤0.01% 6000
2022
Q1 		– Sell
-566
Closed -$26K – 6714
2021
Q4 		$26K Hold
566
– – ﹤0.01% 6145
2021
Q3 		$23K Buy
+566
New +$24.2K ﹤0.01% 6016
2019
Q3 		– Sell
-520
Closed -$16K – 5796
2019
Q2 		$16K Sell
520
-2,980
-85% -$94.8K ﹤0.01% 5482
2019
Q1 		$111K Buy
3,500
+500
+17% +$15.4K ﹤0.01% 4849
2018
Q4 		$86K Buy
+3,000
New +$92.1K ﹤0.01% 4897

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

JP Morgan Chase increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 90% in Q1 2026, buying an estimated $1.39M and bringing the position to 48,070 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3853.

JP Morgan Chase first reported a position in FDRR in Q4 2018 and has held it in 20 quarters since. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

  • JP Morgan Chase held 48,070 shares of Fidelity Dividend ETF for Rising Rates worth $2.76M as of Q1 2026.
  • JP Morgan Chase bought 22,715 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $1.39M.
  • Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3853 holding.
  • JP Morgan Chase first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2018 and has held it in 20 quarters since.
  • 109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

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