JP Morgan Chase
RDVI icon

JP Morgan Chase’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

JP Morgan Chase’s Portfolio RDVI Stock Details RDVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17K Sell
581
-3
-0.5% -$83 ﹤0.01% 6770
2026
Q1 		$14.5K Buy
584
+32
+6% +$855 ﹤0.01% 6644
2025
Q4 		$14.5K Buy
552
+191
+53% +$4.94K ﹤0.01% 6586
2025
Q3 		$9.33K Sell
361
-21
-5% -$530 ﹤0.01% 6657
2025
Q2 		$9.44K Sell
382
-2,885
-88% -$67.9K ﹤0.01% 6324
2025
Q1 		$77.5K Sell
3,267
-70,841
-96% -$1.75M ﹤0.01% 5690
2024
Q4 		$1.8M Buy
74,108
+544
+0.7% +$13.7K ﹤0.01% 4233
2024
Q3 		$1.81M Sell
73,564
-7,601
-9% -$182K ﹤0.01% 4071
2024
Q2 		$1.9M Sell
81,165
-863
-1% -$20.4K ﹤0.01% 3840
2024
Q1 		$2.01M Buy
82,028
+39,334
+92% +$909K ﹤0.01% 3845
2023
Q4 		$985K Buy
42,694
+1,770
+4% +$37.9K ﹤0.01% 4338
2023
Q3 		$862K Buy
40,924
+1,355
+3% +$29.9K ﹤0.01% 4147
2023
Q2 		$869K Buy
39,569
+230
+0.6% +$4.91K ﹤0.01% 4164
2023
Q1 		$845K Buy
39,339
+15,504
+65% +$342K ﹤0.01% 4164
2022
Q4 		$507K Buy
+23,835
New +$515K ﹤0.01% 4509

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

JP Morgan Chase reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.51% in Q2 2026, selling an estimated $83 and leaving 581 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #6770.

JP Morgan Chase first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q1 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • JP Morgan Chase held 581 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $17K as of Q2 2026.
  • JP Morgan Chase sold 3 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $83.
  • FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6770 holding.
  • JP Morgan Chase first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.01M in Q1 2024.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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