JP Morgan Chase
REGL icon

JP Morgan Chase’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

JP Morgan Chase’s Portfolio REGL Stock Details REGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Sell
5,504
-1,212
-18% -$108K ﹤0.01% 5116
2026
Q1 		$572K Buy
6,716
+2,258
+51% +$201K ﹤0.01% 4914
2025
Q4 		$375K Buy
4,458
+1,779
+66% +$149K ﹤0.01% 5204
2025
Q3 		$229K Sell
2,679
-3,058
-53% -$258K ﹤0.01% 5449
2025
Q2 		$468K Sell
5,737
-250
-4% -$19.9K ﹤0.01% 4821
2025
Q1 		$483K Sell
5,987
-10,390
-63% -$846K ﹤0.01% 4801
2024
Q4 		$1.32M Sell
16,377
-178,748
-92% -$14.9M ﹤0.01% 4433
2024
Q3 		$16M Buy
195,125
+19,935
+11% +$1.57M ﹤0.01% 2187
2024
Q2 		$12.9M Sell
175,190
-26,558
-13% -$2.01M ﹤0.01% 2226
2024
Q1 		$15.8M Buy
201,748
+1,502
+0.8% +$111K ﹤0.01% 2080
2023
Q4 		$14.7M Buy
200,246
+195,885
+4,492% +$13.4M ﹤0.01% 2108
2023
Q3 		$291K Buy
4,361
+4,127
+1,764% +$289K ﹤0.01% 4808
2023
Q2 		$16.4K Sell
234
-1,285
-85% -$89.2K ﹤0.01% 5956
2023
Q1 		$107K Sell
1,519
-1,292
-46% -$94K ﹤0.01% 5393
2022
Q4 		$201K Buy
+2,811
New +$199K ﹤0.01% 5036
2021
Q3 		– Sell
-1,600
Closed -$114K – 6729
2021
Q2 		$114K Hold
1,600
– – ﹤0.01% 5493
2021
Q1 		$111K Buy
+1,600
New +$106K ﹤0.01% 5346
2020
Q2 		– Sell
-39
Closed -$2K – 5644
2020
Q1 		$2K Buy
+39
New +$2.15K ﹤0.01% 5186
2019
Q2 		– Sell
-1,480
Closed -$83K – 5965
2019
Q1 		$83K Sell
1,480
-136
-8% -$7.54K ﹤0.01% 4951
2018
Q4 		$84K Sell
1,616
-5
-0.3% -$273 ﹤0.01% 4909
2018
Q3 		$92K Buy
+1,621
New +$91.8K ﹤0.01% 4985
2017
Q1 		– Sell
-25,000
Closed -$1.26M – 5194
2016
Q4 		$1.26M Hold
25,000
– – ﹤0.01% 3330
2016
Q3 		$1.16M Buy
+25,000
New +$1.17M ﹤0.01% 3056

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 18% in Q2 2026, selling an estimated $108K and leaving 5,504 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #5116.

JP Morgan Chase first reported a position in REGL in Q3 2016 and has held it in 23 quarters since. The position peaked at $16M in Q3 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • JP Morgan Chase held 5,504 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $506K as of Q2 2026.
  • JP Morgan Chase sold 1,212 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $108K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5116 holding.
  • JP Morgan Chase first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2016 and has held it in 23 quarters since.
  • JP Morgan Chase's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $16M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

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