JP Morgan Chase
SDVY icon

JP Morgan Chase’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

JP Morgan Chase’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.19M Buy
190,632
+52,966
+38% +$2.21M ﹤0.01% 2993
2026
Q1 		$5.3M Buy
137,666
+26,202
+24% +$1.06M ﹤0.01% 3259
2025
Q4 		$4.27M Buy
111,464
+584
+0.5% +$22.2K ﹤0.01% 3465
2025
Q3 		$4.22M Buy
110,880
+9,555
+9% +$354K ﹤0.01% 3512
2025
Q2 		$3.57M Sell
101,325
-23,558
-19% -$790K ﹤0.01% 3456
2025
Q1 		$4.18M Buy
124,883
+7,109
+6% +$254K ﹤0.01% 3310
2024
Q4 		$4.22M Sell
117,774
-27,729
-19% -$1.04M ﹤0.01% 3501
2024
Q3 		$5.29M Buy
145,503
+22,158
+18% +$774K ﹤0.01% 3176
2024
Q2 		$4.12M Sell
123,345
-19,254
-14% -$648K ﹤0.01% 3184
2024
Q1 		$4.97M Buy
142,599
+9,007
+7% +$294K ﹤0.01% 3113
2023
Q4 		$4.38M Buy
133,592
+133,513
+169,004% +$3.9M ﹤0.01% 3210
2023
Q3 		$2.23K Buy
79
+74
+1,480% +$2.16K ﹤0.01% 6529
2023
Q2 		$153 Sell
5
-727
-99% -$19.3K ﹤0.01% 6664
2023
Q1 		$19.5K Buy
732
+4
+0.5% +$111 ﹤0.01% 5980
2022
Q4 		$19K Buy
+728
New +$18.9K ﹤0.01% 5906

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 38% in Q2 2026, buying an estimated $2.21M and bringing the position to 190,632 shares worth $8.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

JP Morgan Chase first reported a position in SDVY in Q4 2022 and has held it in 15 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • JP Morgan Chase held 190,632 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.19M as of Q2 2026.
  • JP Morgan Chase bought 52,966 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.21M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2993 holding.
  • JP Morgan Chase first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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