JP Morgan Chase
MDV

JP Morgan Chase’s Modiv Industrial MDV Stock Holding History

JP Morgan Chase’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.6K Sell
4,502
-4,954
-52% -$73.5K ﹤0.01% 6071
2025
Q4 		$136K Sell
9,456
-1,566
-14% -$22.8K ﹤0.01% 5730
2025
Q3 		$161K Buy
11,022
+6,087
+123% +$89.9K ﹤0.01% 5634
2025
Q2 		$69.5K Buy
4,935
+4,420
+858% +$65.6K ﹤0.01% 5766
2025
Q1 		$8.27K Sell
515
-22
-4% -$333 ﹤0.01% 6345
2024
Q4 		$7.99K Hold
537
– – ﹤0.01% 6427
2024
Q3 		$9.02K Buy
537
+516
+2,457% +$7.93K ﹤0.01% 6386
2024
Q2 		$297 Sell
21
-3,707
-99% -$56K ﹤0.01% 6739
2024
Q1 		$62.6K Buy
3,728
+3,451
+1,246% +$51.7K ﹤0.01% 5854
2023
Q4 		$3.81K Buy
277
+53
+24% +$743 ﹤0.01% 6604
2023
Q3 		$3.46K Buy
+224
New +$2.83K ﹤0.01% 6433

Other funds holding MDV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase's MDV Position: Q1 2026 in Review

JP Morgan Chase reduced its Modiv Industrial (MDV) stake by 52% in Q1 2026, selling an estimated $73.5K and leaving 4,502 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6071.

JP Morgan Chase first reported a position in MDV in Q3 2023 and has held it in 11 quarters since. The position peaked at $161K in Q3 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • JP Morgan Chase held 4,502 shares of Modiv Industrial worth $64.6K as of Q1 2026.
  • JP Morgan Chase sold 4,954 Modiv Industrial shares in Q1 2026, an estimated $73.5K.
  • Modiv Industrial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6071 holding.
  • JP Morgan Chase first reported a position in Modiv Industrial in Q3 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's Modiv Industrial position peaked at $161K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.