JP Morgan Chase
LVHD icon

JP Morgan Chase’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

JP Morgan Chase’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Buy
32,065
+1,665
+5% +$71.6K ﹤0.01% 4430
2026
Q1 		$1.29M Sell
30,400
-991
-3% -$42.2K ﹤0.01% 4432
2025
Q4 		$1.25M Buy
31,391
+1,562
+5% +$63.3K ﹤0.01% 4446
2025
Q3 		$1.23M Sell
29,829
-1,509
-5% -$61.5K ﹤0.01% 4433
2025
Q2 		$1.25M Sell
31,338
-22,201
-41% -$878K ﹤0.01% 4237
2025
Q1 		$2.19M Sell
53,539
-6,859
-11% -$271K ﹤0.01% 3802
2024
Q4 		$2.32M Sell
60,398
-175
-0.3% -$7.02K ﹤0.01% 4034
2024
Q3 		$2.47M Buy
60,573
+4,780
+9% +$185K ﹤0.01% 3839
2024
Q2 		$2M Sell
55,793
-19,952
-26% -$718K ﹤0.01% 3792
2024
Q1 		$2.79M Sell
75,745
-33,939
-31% -$1.21M ﹤0.01% 3577
2023
Q4 		$3.99M Sell
109,684
-37,714
-26% -$1.3M ﹤0.01% 3288
2023
Q3 		$4.99M Buy
147,398
+10,416
+8% +$378K ﹤0.01% 2847
2023
Q2 		$5.02M Buy
136,982
+130,054
+1,877% +$4.77M ﹤0.01% 2856
2023
Q1 		$258K Buy
6,928
+3,493
+102% +$131K ﹤0.01% 4902
2022
Q4 		$131K Buy
+3,435
New +$127K ﹤0.01% 5234
2020
Q3 		– Sell
-1,184
Closed -$34K – 5643
2020
Q2 		$34K Sell
1,184
-218
-16% -$6.1K ﹤0.01% 4936
2020
Q1 		$36K Buy
1,402
+556
+66% +$17.5K ﹤0.01% 4821
2019
Q4 		$29K Buy
+846
New +$28.4K ﹤0.01% 5255
2019
Q3 		– Sell
-2,283
Closed -$73K – 5861
2019
Q2 		$73K Buy
+2,283
New +$72.5K ﹤0.01% 5036

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

JP Morgan Chase increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 5.5% in Q2 2026, buying an estimated $71.6K and bringing the position to 32,065 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #4430.

JP Morgan Chase first reported a position in LVHD in Q2 2019 and has held it in 19 quarters since. The position peaked at $5.02M in Q2 2023. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • JP Morgan Chase held 32,065 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.43M as of Q2 2026.
  • JP Morgan Chase bought 1,665 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $71.6K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4430 holding.
  • JP Morgan Chase first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and has held it in 19 quarters since.
  • JP Morgan Chase's Franklin US Low Volatility High Dividend Index ETF position peaked at $5.02M in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

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