JP Morgan Chase
MBOX icon

JP Morgan Chase’s Freedom Day Dividend ETF MBOX Stock Holding History

JP Morgan Chase’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.3K Hold
1,418
– – ﹤0.01% 6186
2025
Q4 		$49.6K Sell
1,418
-1,638
-54% -$57.3K ﹤0.01% 6230
2025
Q3 		$108K Buy
+3,056
New +$105K ﹤0.01% 5863

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase held its Freedom Day Dividend ETF (MBOX) position steady in Q1 2026 at 1,418 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6186.

JP Morgan Chase first reported a position in MBOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $108K in Q3 2025. 10 funds tracked by Wall St. Rank hold MBOX as of Q1 2026.

  • JP Morgan Chase held 1,418 shares of Freedom Day Dividend ETF worth $51.3K as of Q1 2026.
  • JP Morgan Chase left its Freedom Day Dividend ETF share count unchanged in Q1 2026.
  • Freedom Day Dividend ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6186 holding.
  • JP Morgan Chase first reported a position in Freedom Day Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's Freedom Day Dividend ETF position peaked at $108K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q1 2026.

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