LGT Financial Advisors’s JPMorgan Dividend Leaders ETF JDIV Stock Holding History

LGT Financial Advisors’s Portfolio JDIV Stock Details JDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.16K	Hold	127	–	–	0.04%	158
2026 Q1	$6.69K	Hold	127	–	–	0.03%	177
2025 Q4	$6.81K	Buy	127 +3	+2%	+$161	0.04%	174
2025 Q3	$6.67K	Buy	+124	New	+$6.52K	0.01%	273

Other funds holding JDIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

3IP

3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

LGT Financial Advisors's JDIV Position: Q2 2026 in Review

LGT Financial Advisors held its JPMorgan Dividend Leaders ETF (JDIV) position steady in Q2 2026 at 127 shares worth $7.16K. The position accounts for 0.04% of the portfolio, ranked #158.

LGT Financial Advisors first reported a position in JDIV in Q3 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold JDIV as of Q2 2026.

LGT Financial Advisors held 127 shares of JPMorgan Dividend Leaders ETF worth $7.16K as of Q2 2026.
LGT Financial Advisors left its JPMorgan Dividend Leaders ETF share count unchanged in Q2 2026.
JPMorgan Dividend Leaders ETF made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #158 holding.
LGT Financial Advisors first reported a position in JPMorgan Dividend Leaders ETF in Q3 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held JPMorgan Dividend Leaders ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.