JP Morgan Chase’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

JP Morgan Chase’s Portfolio MDIV Stock Details MDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$15.8K	–	7605
2025 Q2	$15.8K	Buy	+1,000	New	+$15.8K	﹤0.01%	6223
2025 Q1	–	Sell	-8	Closed	-$131	–	7578
2024 Q4	$131	Hold	8	–	–	﹤0.01%	6968
2024 Q3	$136	Hold	8	–	–	﹤0.01%	6955
2024 Q2	$126	Hold	8	–	–	﹤0.01%	6851
2024 Q1	$126	Sell	8 -8	-50%	-$125	﹤0.01%	6874
2023 Q4	$250	Buy	16 +15	+1,500%	+$223	﹤0.01%	7027
2023 Q3	$15	Sell	1 -4,261	-100%	-$63.3K	﹤0.01%	7232
2023 Q2	$62.1K	Hold	4,262	–	–	﹤0.01%	5658
2023 Q1	$62K	Hold	4,262	–	–	﹤0.01%	5630
2022 Q4	$64K	Hold	4,262	–	–	﹤0.01%	5526
2022 Q3	$62K	Hold	4,262	–	–	﹤0.01%	5471
2022 Q2	$65K	Hold	4,262	–	–	﹤0.01%	5576
2022 Q1	$72K	Hold	4,262	–	–	﹤0.01%	5643
2021 Q4	$71K	Sell	4,262 -1,022	-19%	-$16.9K	﹤0.01%	5814
2021 Q3	$86K	Hold	5,284	–	–	﹤0.01%	5644
2021 Q2	$90K	Hold	5,284	–	–	﹤0.01%	5577
2021 Q1	$85K	Hold	5,284	–	–	﹤0.01%	5415
2020 Q4	$80K	Buy	5,284 +486	+10%	+$7.04K	﹤0.01%	5051
2020 Q3	$65K	Buy	4,798 +265	+6%	+$3.69K	﹤0.01%	4864
2020 Q2	$62K	Hold	4,533	–	–	﹤0.01%	4752
2020 Q1	$53K	Sell	4,533 -20,954	-82%	-$347K	﹤0.01%	4707
2019 Q4	$479K	Sell	25,487 -297	-1%	-$5.48K	﹤0.01%	4261
2019 Q3	$476K	Sell	25,784 -374	-1%	-$6.88K	﹤0.01%	4201
2019 Q2	$482K	Buy	26,158 +100	+0.4%	+$1.85K	﹤0.01%	4261
2019 Q1	$479K	Buy	26,058 +23,284	+839%	+$421K	﹤0.01%	4226
2018 Q4	$47K	Sell	2,774 -21,879	-89%	-$390K	﹤0.01%	5104
2018 Q3	$457K	Sell	24,653 -264	-1%	-$4.92K	﹤0.01%	4325
2018 Q2	$456K	Sell	24,917 -301	-1%	-$5.49K	﹤0.01%	4217
2018 Q1	$451K	Sell	25,218 -155	-0.6%	-$2.88K	﹤0.01%	4060
2017 Q4	$483K	Sell	25,373 -897	-3%	-$17K	﹤0.01%	4084
2017 Q3	$503K	Sell	26,270 -3,925	-13%	-$75.5K	﹤0.01%	3829
2017 Q2	$583K	Buy	30,195 +469	+2%	+$9.11K	﹤0.01%	3660
2017 Q1	$581K	Sell	29,726 -259	-0.9%	-$5.05K	﹤0.01%	3644
2016 Q4	$573K	Buy	29,985 +13,503	+82%	+$252K	﹤0.01%	3696
2016 Q3	$312K	Buy	16,482 +401	+2%	+$7.79K	﹤0.01%	3560
2016 Q2	$311K	Sell	16,081 -261	-2%	-$4.96K	﹤0.01%	3589
2016 Q1	$303K	Buy	16,342 +1,119	+7%	+$19.7K	﹤0.01%	3507
2015 Q4	$280K	Sell	15,223 -11,635	-43%	-$217K	﹤0.01%	3560
2015 Q3	$494K	Sell	26,858 -1,940	-7%	-$37.8K	﹤0.01%	3419
2015 Q2	$575K	Buy	28,798 +4,083	+17%	+$85.4K	﹤0.01%	3509
2015 Q1	$520K	Buy	24,715 +404	+2%	+$8.6K	﹤0.01%	3517
2014 Q4	$517K	Sell	24,311 -1,136	-4%	-$24.5K	﹤0.01%	3652
2014 Q3	$548K	Buy	25,447 +1,974	+8%	+$43.5K	﹤0.01%	3622
2014 Q2	$525K	Sell	23,473 -710	-3%	-$15.5K	﹤0.01%	3097
2014 Q1	$518K	Buy	24,183 +5,431	+29%	+$114K	﹤0.01%	3123
2013 Q4	$390K	Sell	18,752 -732	-4%	-$15.3K	﹤0.01%	3587
2013 Q3	$403K	Buy	19,484 +1,066	+6%	+$22.4K	﹤0.01%	3737
2013 Q2	$390K	Buy	+18,418	New	+$402K	﹤0.01%	3705

Other funds holding MDIV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase's MDIV Position: Q3 2025 in Review

JP Morgan Chase sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2025, closing a stake of 1,000 shares — an estimated $15.8K sold.

JP Morgan Chase first reported a position in MDIV in Q2 2013 and held it in 48 quarters. The position peaked at $583K in Q2 2017. 91 funds tracked by Wall St. Rank hold MDIV as of Q3 2025.

JP Morgan Chase reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 1,000 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2025, an estimated $15.8K.
JP Morgan Chase first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2013 and held it in 48 quarters.
JP Morgan Chase's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $583K in Q2 2017.
91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.