JP Morgan Chase
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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
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 $7.33B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's MDPL Position: Q4 2025 in Review

JP Morgan Chase sold out of Monarch Dividend Plus Index ETF (MDPL) in Q4 2025, closing a stake of 840 shares — an estimated $22.3K sold.

JP Morgan Chase first reported a position in MDPL in Q3 2025 and held it in 1 quarter. The position peaked at $22.3K in Q3 2025. 5 funds tracked by Wall St. Rank hold MDPL as of Q4 2025.

  • JP Morgan Chase reported no remaining Monarch Dividend Plus Index ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 840 Monarch Dividend Plus Index ETF shares in Q4 2025, an estimated $22.3K.
  • JP Morgan Chase first reported a position in Monarch Dividend Plus Index ETF in Q3 2025 and held it in 1 quarter.
  • JP Morgan Chase's Monarch Dividend Plus Index ETF position peaked at $22.3K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.