JP Morgan Chase
FDV icon

JP Morgan Chase’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

JP Morgan Chase’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
124,223
+66,720
+116% +$2.08M ﹤0.01% 3656
2026
Q1 		$1.76M Sell
57,503
-612,657
-91% -$18.8M ﹤0.01% 4207
2025
Q4 		$19.2M Buy
+670,160
New +$19.2M ﹤0.01% 2102

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

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

JP Morgan Chase increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 116% in Q2 2026, buying an estimated $2.08M and bringing the position to 124,223 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

JP Morgan Chase first reported a position in FDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.2M in Q4 2025. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • JP Morgan Chase held 124,223 shares of Federated Hermes US Strategic Dividend ETF worth $3.95M as of Q2 2026.
  • JP Morgan Chase bought 66,720 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $2.08M.
  • Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3656 holding.
  • JP Morgan Chase first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's Federated Hermes US Strategic Dividend ETF position peaked at $19.2M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

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