JP Morgan Chase
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JP Morgan Chase’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

JP Morgan Chase’s Portfolio RFDA Stock Details RFDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153K Hold
2,482
– – ﹤0.01% 5609
2025
Q4 		$158K Hold
2,482
– – ﹤0.01% 5645
2025
Q3 		$156K Hold
2,482
– – ﹤0.01% 5648
2025
Q2 		$144K Hold
2,482
– – ﹤0.01% 5426
2025
Q1 		$132K Hold
2,482
– – ﹤0.01% 5433
2024
Q4 		$139K Hold
2,482
– – ﹤0.01% 5632
2024
Q3 		$137K Hold
2,482
– – ﹤0.01% 5577
2024
Q2 		$131K Hold
2,482
– – ﹤0.01% 5379
2024
Q1 		$126K Buy
2,482
+433
+21% +$21K ﹤0.01% 5566
2023
Q4 		$97.7K Hold
2,049
– – ﹤0.01% 5739
2023
Q3 		$89.7K Buy
2,049
+1,953
+2,034% +$89.4K ﹤0.01% 5543
2023
Q2 		$4.43K Hold
96
– – ﹤0.01% 6195
2023
Q1 		$4.13K Sell
96
-1,025
-91% -$44.1K ﹤0.01% 6275
2022
Q4 		$47K Buy
+1,121
New +$47.2K ﹤0.01% 5645
2022
Q2 		– Sell
-746
Closed -$36K – 6808
2022
Q1 		$36K Buy
+746
New +$35.1K ﹤0.01% 5908

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

JP Morgan Chase held its ALPS Dynamic US Dividend Advantage ETF (RFDA) position steady in Q1 2026 at 2,482 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #5609.

JP Morgan Chase first reported a position in RFDA in Q1 2022 and has held it in 15 quarters since. The position peaked at $158K in Q4 2025. 24 funds tracked by Wall St. Rank hold RFDA as of Q1 2026.

  • JP Morgan Chase held 2,482 shares of ALPS Dynamic US Dividend Advantage ETF worth $153K as of Q1 2026.
  • JP Morgan Chase left its ALPS Dynamic US Dividend Advantage ETF share count unchanged in Q1 2026.
  • ALPS Dynamic US Dividend Advantage ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5609 holding.
  • JP Morgan Chase first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q1 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's ALPS Dynamic US Dividend Advantage ETF position peaked at $158K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q1 2026.

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