JWM
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JPL Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

JPL Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.5K Buy
+155
New +$23.4K 0.01% 368
2025
Q4 		– Sell
-155
Closed -$22K – 396
2025
Q3 		$22K Buy
+155
New +$21.5K 0.01% 384

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JPL Wealth Management's DVY Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares Select Dividend ETF (DVY) in Q1 2026: 155 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DVY as recently as Q3 2025.

JPL Wealth Management first reported a position in DVY in Q3 2025 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • JPL Wealth Management held 155 shares of iShares Select Dividend ETF worth $23.5K as of Q1 2026.
  • iShares Select Dividend ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares Select Dividend ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #368 holding.
  • JPL Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.