JP Morgan Chase
PFM icon

JP Morgan Chase’s Invesco Dividend Achievers ETF PFM Stock Holding History

JP Morgan Chase’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
47,045
+13,645
+41% +$718K ﹤0.01% 3984
2025
Q4 		$1.72M Sell
33,400
-4,112
-11% -$211K ﹤0.01% 4202
2025
Q3 		$1.9M Sell
37,512
-2,153
-5% -$106K ﹤0.01% 4121
2025
Q2 		$1.91M Sell
39,665
-1,103
-3% -$50.4K ﹤0.01% 3951
2025
Q1 		$1.87M Buy
40,768
+5,060
+14% +$236K ﹤0.01% 3931
2024
Q4 		$1.64M Sell
35,708
-1,090
-3% -$51.1K ﹤0.01% 4297
2024
Q3 		$1.71M Buy
36,798
+4,036
+12% +$180K ﹤0.01% 4120
2024
Q2 		$1.4M Buy
32,762
+5,990
+22% +$252K ﹤0.01% 4048
2024
Q1 		$1.14M Buy
26,772
+5,943
+29% +$244K ﹤0.01% 4248
2023
Q4 		$831K Buy
20,829
+6,723
+48% +$253K ﹤0.01% 4459
2023
Q3 		$515K Buy
14,106
+1,729
+14% +$65.9K ﹤0.01% 4457
2023
Q2 		$473K Sell
12,377
-326
-3% -$12.1K ﹤0.01% 4526
2023
Q1 		$465K Buy
12,703
+1,655
+15% +$60.6K ﹤0.01% 4551
2022
Q4 		$404K Buy
11,048
+10,920
+8,531% +$390K ﹤0.01% 4650
2022
Q3 		$4K Sell
128
-162
-56% -$5.76K ﹤0.01% 6149
2022
Q2 		$10K Buy
+290
New +$10.6K ﹤0.01% 6033
2020
Q1 		– Sell
-940
Closed -$29K – 5620
2019
Q4 		$29K Buy
+940
New +$28.1K ﹤0.01% 5257
2019
Q3 		– Sell
-2,311
Closed -$66K – 5900
2019
Q2 		$66K Buy
+2,311
New +$65K ﹤0.01% 5073

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco Dividend Achievers ETF (PFM) stake by 41% in Q1 2026, buying an estimated $718K and bringing the position to 47,045 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

JP Morgan Chase first reported a position in PFM in Q2 2019 and has held it in 18 quarters since. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • JP Morgan Chase held 47,045 shares of Invesco Dividend Achievers ETF worth $2.36M as of Q1 2026.
  • JP Morgan Chase bought 13,645 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $718K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3984 holding.
  • JP Morgan Chase first reported a position in Invesco Dividend Achievers ETF in Q2 2019 and has held it in 18 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

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