JP Morgan Chase
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JP Morgan Chase’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

JP Morgan Chase’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.2K Sell
976
-6
-0.6% -$437 ﹤0.01% 6241
2026
Q1 		$67K Sell
982
-839
-46% -$58.9K ﹤0.01% 6048
2025
Q4 		$120K Buy
1,821
+493
+37% +$32.8K ﹤0.01% 5789
2025
Q3 		$88.6K Sell
1,328
-1,396
-51% -$93.4K ﹤0.01% 5966
2025
Q2 		$177K Sell
2,724
-5,362
-66% -$342K ﹤0.01% 5295
2025
Q1 		$530K Buy
8,086
+8,076
+80,760% +$547K ﹤0.01% 4733
2024
Q4 		$677 Sell
10
-29,014
-100% -$2.06M ﹤0.01% 6771
2024
Q3 		$2.01M Buy
29,024
+10,760
+59% +$725K ﹤0.01% 4003
2024
Q2 		$1.13M Sell
18,264
-1,889
-9% -$118K ﹤0.01% 4187
2024
Q1 		$1.29M Sell
20,153
-229
-1% -$14.3K ﹤0.01% 4154
2023
Q4 		$1.33M Buy
20,382
+2,441
+14% +$143K ﹤0.01% 4143
2023
Q3 		$1.02M Buy
17,941
+17,400
+3,216% +$1.04M ﹤0.01% 4056
2023
Q2 		$32K Sell
541
-136
-20% -$8.01K ﹤0.01% 5819
2023
Q1 		$41.3K Sell
677
-17,841
-96% -$1.13M ﹤0.01% 5775
2022
Q4 		$1.14M Buy
+18,518
New +$1.14M ﹤0.01% 3952
2021
Q3 		– Sell
-200
Closed -$13K – 6767
2021
Q2 		$13K Buy
+200
New +$13.3K ﹤0.01% 6005
2020
Q2 		– Sell
-38
Closed -$2K – 5671
2020
Q1 		$2K Buy
+38
New +$2.14K ﹤0.01% 5188
2019
Q4 		– Sell
-184
Closed -$11K – 5867
2019
Q3 		$11K Buy
+184
New +$10.8K ﹤0.01% 5493
2019
Q2 		– Sell
-26,073
Closed -$1.52M – 5993
2019
Q1 		$1.52M Sell
26,073
-52,570
-67% -$3.03M ﹤0.01% 3527
2018
Q4 		$4.23M Sell
78,643
-1,424
-2% -$80.9K ﹤0.01% 2711
2018
Q3 		$4.71M Buy
80,067
+2,283
+3% +$134K ﹤0.01% 2791
2018
Q2 		$4.44M Buy
77,784
+3,350
+5% +$186K ﹤0.01% 2784
2018
Q1 		$3.99M Buy
74,434
+35,540
+91% +$1.92M ﹤0.01% 2764
2017
Q4 		$2.15M Buy
+38,894
New +$2.19M ﹤0.01% 3279

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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

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

JP Morgan Chase reduced its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) stake by 0.61% in Q2 2026, selling an estimated $437 and leaving 976 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6241.

JP Morgan Chase first reported a position in SMDV in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.71M in Q3 2018. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • JP Morgan Chase held 976 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $75.2K as of Q2 2026.
  • JP Morgan Chase sold 6 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2026, an estimated $437.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6241 holding.
  • JP Morgan Chase first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2017 and has held it in 24 quarters since.
  • JP Morgan Chase's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $4.71M in Q3 2018.
  • 138 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2026.

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