JP Morgan Chase
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JP Morgan Chase’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

JP Morgan Chase’s Portfolio KNG Stock Details KNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$934K Buy
19,408
+19,381
+71,781% +$984K ﹤0.01% 4651
2025
Q4 		$1.33K Buy
27
+1
+4% +$49 ﹤0.01% 6995
2025
Q3 		$1.29K Sell
26
-949
-97% -$47.3K ﹤0.01% 6962
2025
Q2 		$47.9K Buy
975
+872
+847% +$42.4K ﹤0.01% 5942
2025
Q1 		$5.24K Sell
103
-437
-81% -$22.1K ﹤0.01% 6428
2024
Q4 		$27.1K Sell
540
-9,788
-95% -$520K ﹤0.01% 6176
2024
Q3 		$563K Sell
10,328
-2,737
-21% -$144K ﹤0.01% 4823
2024
Q2 		$660K Buy
13,065
+8,294
+174% +$429K ﹤0.01% 4525
2024
Q1 		$256K Buy
4,771
+112
+2% +$5.8K ﹤0.01% 5212
2023
Q4 		$241K Buy
+4,659
New +$230K ﹤0.01% 5280

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM