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 Q2	$104K	Sell	2,671 -554	-17%	-$21.2K	﹤0.01%	6002
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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

VERPA

Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $83M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase reduced its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 17% in Q2 2026, selling an estimated $21.2K and leaving 2,671 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #6002.

JP Morgan Chase first reported a position in SPDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q1 2026. 39 funds tracked by Wall St. Rank hold SPDV as of Q2 2026.

JP Morgan Chase held 2,671 shares of AAM S&P 500 High Dividend Value ETF worth $104K as of Q2 2026.
JP Morgan Chase sold 554 AAM S&P 500 High Dividend Value ETF shares in Q2 2026, an estimated $21.2K.
AAM S&P 500 High Dividend Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6002 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 7 quarters since.
JP Morgan Chase's AAM S&P 500 High Dividend Value ETF position peaked at $119K in Q1 2026.
39 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2026.

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