JP Morgan Chase
PDN icon

JP Morgan Chase’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

JP Morgan Chase’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.2K Buy
1,873
+463
+33% +$21.3K ﹤0.01% 6179
2026
Q1 		$59.2K Buy
1,410
+324
+30% +$14.5K ﹤0.01% 6126
2025
Q4 		$45.8K Buy
1,086
+399
+58% +$16.5K ﹤0.01% 6266
2025
Q3 		$28.2K Hold
687
– – ﹤0.01% 6397
2025
Q2 		$26.7K Sell
687
-4,225
-86% -$151K ﹤0.01% 6102
2025
Q1 		$164K Buy
4,912
+1,896
+63% +$63K ﹤0.01% 5331
2024
Q4 		$95.4K Buy
3,016
+16
+0.5% +$528 ﹤0.01% 5778
2024
Q3 		$105K Sell
3,000
-156
-5% -$5.25K ﹤0.01% 5672
2024
Q2 		$102K Buy
3,156
+2,683
+567% +$87.9K ﹤0.01% 5508
2024
Q1 		$15.6K Buy
473
+239
+102% +$7.64K ﹤0.01% 6275
2023
Q4 		$7.6K Buy
+234
New +$7.03K ﹤0.01% 6475
2023
Q3 		– Sell
-1,146
Closed -$35.3K – 7652
2023
Q2 		$35.3K Sell
1,146
-2,080
-64% -$64.9K ﹤0.01% 5794
2023
Q1 		$100K Buy
3,226
+3,123
+3,032% +$96.6K ﹤0.01% 5428
2022
Q4 		$3K Buy
103
+31
+43% +$875 ﹤0.01% 6258
2022
Q3 		$2K Buy
+72
New +$2.09K ﹤0.01% 6260
2022
Q1 		– Sell
-2,000
Closed -$74K – 6900
2021
Q4 		$74K Sell
2,000
-395
-16% -$14.8K ﹤0.01% 5796
2021
Q3 		$90K Buy
+2,395
New +$92.4K ﹤0.01% 5627

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 33% in Q2 2026, buying an estimated $21.3K and bringing the position to 1,873 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6179.

JP Morgan Chase first reported a position in PDN in Q3 2021 and has held it in 17 quarters since. The position peaked at $164K in Q1 2025. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • JP Morgan Chase held 1,873 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $84.2K as of Q2 2026.
  • JP Morgan Chase bought 463 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $21.3K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6179 holding.
  • JP Morgan Chase first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2021 and has held it in 17 quarters since.
  • JP Morgan Chase's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $164K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

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