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
Q2 		$159K Buy
9,091
+4,589
+102% +$78.8K ﹤0.01% 5746
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Chase increased its Modiv Industrial (MDV) stake by 102% in Q2 2026, buying an estimated $78.8K and bringing the position to 9,091 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #5746.

JP Morgan Chase first reported a position in MDV in Q3 2023 and has held it in 12 quarters since. The position peaked at $161K in Q3 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • JP Morgan Chase held 9,091 shares of Modiv Industrial worth $159K as of Q2 2026.
  • JP Morgan Chase bought 4,589 Modiv Industrial shares in Q2 2026, an estimated $78.8K.
  • Modiv Industrial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5746 holding.
  • JP Morgan Chase first reported a position in Modiv Industrial in Q3 2023 and has held it in 12 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 Q2 2026.

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