JP Morgan Chase
MDLV icon

JP Morgan Chase’s Morgan Dempsey Large Cap Value ETF MDLV Stock Holding History

JP Morgan Chase’s Portfolio MDLV Stock Details MDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169K Buy
+5,454
New +$167K ﹤0.01% 5709

Other funds holding MDLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Morgan Dempsey Large Cap Value ETF (MDLV) in Q2 2026: 5,454 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #5709 among its holdings.

11 funds tracked by Wall St. Rank hold MDLV as of Q2 2026.

  • JP Morgan Chase held 5,454 shares of Morgan Dempsey Large Cap Value ETF worth $169K as of Q2 2026.
  • Morgan Dempsey Large Cap Value ETF was a new JP Morgan Chase position in Q2 2026.
  • Morgan Dempsey Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5709 holding.
  • 11 funds tracked by Wall St. Rank held Morgan Dempsey Large Cap Value ETF as of Q2 2026.

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