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
Q2 		$2.96K Sell
74
-1,344
-95% -$52.3K ﹤0.01% 7162
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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $818M AUM 23.46% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase reduced its Freedom Day Dividend ETF (MBOX) stake by 95% in Q2 2026, selling an estimated $52.3K and leaving 74 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #7162.

JP Morgan Chase first reported a position in MBOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $108K in Q3 2025. 11 funds tracked by Wall St. Rank hold MBOX as of Q2 2026.

  • JP Morgan Chase held 74 shares of Freedom Day Dividend ETF worth $2.96K as of Q2 2026.
  • JP Morgan Chase sold 1,344 Freedom Day Dividend ETF shares in Q2 2026, an estimated $52.3K.
  • Freedom Day Dividend ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7162 holding.
  • JP Morgan Chase first reported a position in Freedom Day Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's Freedom Day Dividend ETF position peaked at $108K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q2 2026.

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