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
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 $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

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

JP Morgan Chase increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 5.8% in Q1 2026, buying an estimated $56.8K and bringing the position to 19,380 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #4634.

JP Morgan Chase first reported a position in UDIV in Q2 2023 and has held it in 12 quarters since. The position peaked at $974K in Q4 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • JP Morgan Chase held 19,380 shares of Franklin US Core Dividend Tilt Index ETF worth $973K as of Q1 2026.
  • JP Morgan Chase bought 1,060 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $56.8K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4634 holding.
  • JP Morgan Chase first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Franklin US Core Dividend Tilt Index ETF position peaked at $974K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

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