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
Q2 		$24.7M Sell
282,396
-67,073
-19% -$5.72M ﹤0.01% 2033
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 $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

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

JP Morgan Chase reduced its TCW Transform 500 ETF (VOTE) stake by 19% in Q2 2026, selling an estimated $5.72M and leaving 282,396 shares worth $24.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

JP Morgan Chase first reported a position in VOTE in Q4 2022 and has held it in 15 quarters since. The position peaked at $93.8M in Q4 2023. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • JP Morgan Chase held 282,396 shares of TCW Transform 500 ETF worth $24.7M as of Q2 2026.
  • JP Morgan Chase sold 67,073 TCW Transform 500 ETF shares in Q2 2026, an estimated $5.72M.
  • TCW Transform 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2033 holding.
  • JP Morgan Chase first reported a position in TCW Transform 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's TCW Transform 500 ETF position peaked at $93.8M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

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