JP Morgan Chase
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JP Morgan Chase’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

JP Morgan Chase’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
18,210
-1,170
-6% -$68K ﹤0.01% 4612
2026
Q1 		$973K Buy
19,380
+1,060
+6% +$56.8K ﹤0.01% 4634
2025
Q4 		$974K Buy
18,320
+306
+2% +$16.2K ﹤0.01% 4634
2025
Q3 		$944K Sell
18,014
-103
-0.6% -$5.17K ﹤0.01% 4636
2025
Q2 		$874K Sell
18,117
-1,344
-7% -$59.7K ﹤0.01% 4461
2025
Q1 		$851K Buy
19,461
+2,998
+18% +$137K ﹤0.01% 4458
2024
Q4 		$747K Buy
16,463
+2,038
+14% +$93.4K ﹤0.01% 4816
2024
Q3 		$644K Buy
14,425
+1,737
+14% +$74.8K ﹤0.01% 4750
2024
Q2 		$534K Buy
12,688
+1,194
+10% +$48.3K ﹤0.01% 4658
2024
Q1 		$464K Buy
11,494
+3,384
+42% +$130K ﹤0.01% 4846
2023
Q4 		$300K Buy
8,110
+503
+7% +$17.3K ﹤0.01% 5107
2023
Q3 		$252K Buy
7,607
+1,382
+22% +$47.7K ﹤0.01% 4925
2023
Q2 		$214K Buy
+6,225
New +$204K ﹤0.01% 5033

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

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

JP Morgan Chase reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 6% in Q2 2026, selling an estimated $68K and leaving 18,210 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4612.

JP Morgan Chase first reported a position in UDIV in Q2 2023 and has held it in 13 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • JP Morgan Chase held 18,210 shares of Franklin US Core Dividend Tilt Index ETF worth $1.09M as of Q2 2026.
  • JP Morgan Chase sold 1,170 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $68K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4612 holding.
  • JP Morgan Chase first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

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