JP Morgan Chase
VOTE icon

JP Morgan Chase’s TCW Transform 500 ETF VOTE Stock Holding History

JP Morgan Chase’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.9M Sell
349,469
-178,962
-34% -$14.3M ﹤0.01% 1869
2025
Q4 		$42.4M Sell
528,431
-41,682
-7% -$3.31M ﹤0.01% 1465
2025
Q3 		$44.7M Sell
570,113
-8,450
-1% -$638K ﹤0.01% 1482
2025
Q2 		$42.1M Sell
578,563
-8,326
-1% -$559K ﹤0.01% 1433
2025
Q1 		$38.4M Sell
586,889
-16,054
-3% -$1.11M ﹤0.01% 1466
2024
Q4 		$41.5M Sell
602,943
-37,643
-6% -$2.6M ﹤0.01% 1444
2024
Q3 		$42.9M Sell
640,586
-17,129
-3% -$1.11M ﹤0.01% 1417
2024
Q2 		$41.8M Sell
657,715
-48,053
-7% -$2.94M ﹤0.01% 1349
2024
Q1 		$43.2M Sell
705,768
-979,827
-58% -$57.1M ﹤0.01% 1371
2023
Q4 		$93.8M Buy
1,685,595
+47,868
+3% +$2.49M 0.01% 923
2023
Q3 		$81.7M Buy
1,637,727
+199,094
+14% +$10.3M 0.01% 889
2023
Q2 		$74.2M Buy
1,438,633
+285,243
+25% +$13.9M 0.01% 960
2023
Q1 		$54.9M Buy
1,153,390
+325,887
+39% +$15.1M 0.01% 1059
2022
Q4 		$36.6M Buy
+827,503
New +$36.9M ﹤0.01% 1269

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase reduced its TCW Transform 500 ETF (VOTE) stake by 34% in Q1 2026, selling an estimated $14.3M and leaving 349,469 shares worth $25.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

JP Morgan Chase first reported a position in VOTE in Q4 2022 and has held it in 14 quarters since. The position peaked at $93.8M in Q4 2023. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • JP Morgan Chase held 349,469 shares of TCW Transform 500 ETF worth $25.9M as of Q1 2026.
  • JP Morgan Chase sold 178,962 TCW Transform 500 ETF shares in Q1 2026, an estimated $14.3M.
  • TCW Transform 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1869 holding.
  • JP Morgan Chase first reported a position in TCW Transform 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • JP Morgan Chase's TCW Transform 500 ETF position peaked at $93.8M in Q4 2023.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

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