JP Morgan Chase
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JP Morgan Chase’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

JP Morgan Chase’s Portfolio SPDV Stock Details SPDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$119K Buy
3,225
+291
+10% +$10.8K ﹤0.01% 5739
2025
Q4 		$102K Buy
2,934
+105
+4% +$3.62K ﹤0.01% 5887
2025
Q3 		$98.3K Buy
2,829
+86
+3% +$2.91K ﹤0.01% 5915
2025
Q2 		$89K Buy
2,743
+2,073
+309% +$64.6K ﹤0.01% 5657
2025
Q1 		$21.8K Sell
670
-1,679
-71% -$55.6K ﹤0.01% 6127
2024
Q4 		$76.4K Buy
+2,349
New +$79.2K ﹤0.01% 5857

Other funds holding SPDV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase increased its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 9.9% in Q1 2026, buying an estimated $10.8K and bringing the position to 3,225 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #5739.

JP Morgan Chase first reported a position in SPDV in Q4 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold SPDV as of Q1 2026.

  • JP Morgan Chase held 3,225 shares of AAM S&P 500 High Dividend Value ETF worth $119K as of Q1 2026.
  • JP Morgan Chase bought 291 AAM S&P 500 High Dividend Value ETF shares in Q1 2026, an estimated $10.8K.
  • AAM S&P 500 High Dividend Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5739 holding.
  • JP Morgan Chase first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q1 2026.

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