JP Morgan Chase
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JP Morgan Chase’s TBG Dividend Focus ETF TBG Stock Holding History

JP Morgan Chase’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3K Buy
+391
New +$14.2K ﹤0.01% 6817
2024
Q3 		– Sell
-63
Closed -$1.82K – 7666
2024
Q2 		$1.82K Sell
63
-2,744
-98% -$79K ﹤0.01% 6544
2024
Q1 		$82.9K Buy
+2,807
New +$78.6K ﹤0.01% 5759

Other funds holding TBG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return

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

JP Morgan Chase opened a new position in TBG Dividend Focus ETF (TBG) in Q2 2026: 391 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #6817 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in TBG as recently as Q2 2024.

JP Morgan Chase first reported a position in TBG in Q1 2024 and has held it in 3 quarters since. The position peaked at $82.9K in Q1 2024. 27 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

  • JP Morgan Chase held 391 shares of TBG Dividend Focus ETF worth $14.3K as of Q2 2026.
  • TBG Dividend Focus ETF was a new JP Morgan Chase position in Q2 2026.
  • TBG Dividend Focus ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6817 holding.
  • JP Morgan Chase first reported a position in TBG Dividend Focus ETF in Q1 2024 and has held it in 3 quarters since.
  • JP Morgan Chase's TBG Dividend Focus ETF position peaked at $82.9K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

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