JP Morgan Chase
HTD

JP Morgan Chase’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

JP Morgan Chase’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04K Hold
42
– – ﹤0.01% 7116
2025
Q4 		$994 Sell
42
-200
-83% -$4.89K ﹤0.01% 7022
2025
Q3 		$6K Buy
242
+200
+476% +$4.86K ﹤0.01% 6743
2025
Q2 		$982 Sell
42
-906
-96% -$20.5K ﹤0.01% 6624
2025
Q1 		$22.7K Sell
948
-453
-32% -$10.4K ﹤0.01% 6115
2024
Q4 		$30.9K Buy
1,401
+281
+25% +$6.45K ﹤0.01% 6149
2024
Q3 		$26K Buy
+1,120
New +$24K ﹤0.01% 6179
2024
Q1 		– Sell
-8,370
Closed -$159K – 7601
2023
Q4 		$159K Buy
+8,370
New +$148K ﹤0.01% 5512
2022
Q4 		– Sell
-5
Closed – – 6745
2022
Q3 		$0 Buy
+5
New +$118 ﹤0.01% 6628
2018
Q4 		– Sell
-334
Closed -$8K – 5785
2018
Q3 		$8K Buy
+334
New +$7.8K ﹤0.01% 5525

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase held its John Hancock Tax-Advantaged Dividend Income Fund (HTD) position steady in Q1 2026 at 42 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #7116.

JP Morgan Chase first reported a position in HTD in Q3 2018 and has held it in 10 quarters since. The position peaked at $159K in Q4 2023. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • JP Morgan Chase held 42 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $1.04K as of Q1 2026.
  • JP Morgan Chase left its John Hancock Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7116 holding.
  • JP Morgan Chase first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2018 and has held it in 10 quarters since.
  • JP Morgan Chase's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $159K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

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