JP Morgan Chase’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.7K	Buy	+1,925	New	+$50K	﹤0.01%	6440
2025 Q4	–	Sell	-840	Closed	-$22.3K	–	7847
2025 Q3	$22.3K	Buy	+840	New	+$22.4K	﹤0.01%	6454

Other funds holding MDPL

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Monarch Dividend Plus Index ETF (MDPL) in Q2 2026: 1,925 shares worth $47.7K. The stake represents ﹤0.01% of the portfolio and ranks #6440 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in MDPL as recently as Q3 2025.

JP Morgan Chase first reported a position in MDPL in Q3 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold MDPL as of Q2 2026.

JP Morgan Chase held 1,925 shares of Monarch Dividend Plus Index ETF worth $47.7K as of Q2 2026.
Monarch Dividend Plus Index ETF was a new JP Morgan Chase position in Q2 2026.
Monarch Dividend Plus Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6440 holding.
JP Morgan Chase first reported a position in Monarch Dividend Plus Index ETF in Q3 2025 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q2 2026.

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