JP Morgan Chase
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JP Morgan Chase’s Gabelli Dividend & Income Trust GDV Stock Holding History

JP Morgan Chase’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2K Buy
793
+257
+48% +$7.43K ﹤0.01% 6693
2026
Q1 		$14K Buy
536
+38
+8% +$1.07K ﹤0.01% 6653
2025
Q4 		$13.8K Hold
498
– – ﹤0.01% 6590
2025
Q3 		$13.5K Sell
498
-1,676
-77% -$44.7K ﹤0.01% 6575
2025
Q2 		$56.5K Sell
2,174
-773
-26% -$18.6K ﹤0.01% 5875
2025
Q1 		$71.1K Buy
2,947
+2,757
+1,451% +$67.7K ﹤0.01% 5734
2024
Q4 		$4.59K Hold
190
– – ﹤0.01% 6532
2024
Q3 		$4.65K Hold
190
– – ﹤0.01% 6503
2024
Q2 		$4.32K Sell
190
-290
-60% -$6.5K ﹤0.01% 6411
2024
Q1 		$11K Sell
480
-10,963
-96% -$241K ﹤0.01% 6333
2023
Q4 		$248K Buy
11,443
+8,453
+283% +$168K ﹤0.01% 5262
2023
Q3 		$58.1K Buy
2,990
+2,800
+1,474% +$58.6K ﹤0.01% 5742
2023
Q2 		$4.01K Hold
190
– – ﹤0.01% 6214
2023
Q1 		$3.95K Hold
190
– – ﹤0.01% 6325
2022
Q4 		$4K Buy
190
+120
+171% +$2.46K ﹤0.01% 6196
2022
Q3 		$1K Buy
+70
New +$1.49K ﹤0.01% 6327
2019
Q3 		– Sell
-306
Closed -$7K – 5813
2019
Q2 		$7K Buy
+306
New +$6.54K ﹤0.01% 5605
2018
Q4 		– Sell
-520
Closed -$12K – 5761
2018
Q3 		$12K Buy
520
+320
+160% +$7.6K ﹤0.01% 5483
2018
Q2 		$5K Buy
+200
New +$4.49K ﹤0.01% 5434

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase increased its Gabelli Dividend & Income Trust (GDV) stake by 48% in Q2 2026, buying an estimated $7.43K and bringing the position to 793 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6693.

JP Morgan Chase first reported a position in GDV in Q2 2018 and has held it in 19 quarters since. The position peaked at $248K in Q4 2023. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • JP Morgan Chase held 793 shares of Gabelli Dividend & Income Trust worth $23.2K as of Q2 2026.
  • JP Morgan Chase bought 257 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $7.43K.
  • Gabelli Dividend & Income Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6693 holding.
  • JP Morgan Chase first reported a position in Gabelli Dividend & Income Trust in Q2 2018 and has held it in 19 quarters since.
  • JP Morgan Chase's Gabelli Dividend & Income Trust position peaked at $248K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

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