LPL Financial
JDIV

LPL Financial’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

LPL Financial’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
2022
Q3 		– Sell
-155,177
Closed -$4.89M – 4570
2022
Q2 		$4.89M Buy
155,177
+54,823
+55% +$1.85M ﹤0.01% 1415
2022
Q1 		$3.52M Buy
100,354
+70,733
+239% +$2.4M ﹤0.01% 1652
2021
Q4 		$1.01M Buy
29,621
+17,859
+152% +$590K ﹤0.01% 2645
2021
Q3 		$373K Buy
11,762
+2,275
+24% +$74.2K ﹤0.01% 3470
2021
Q2 		$309K Buy
+9,487
New +$308K ﹤0.01% 3572
2020
Q4 		– Sell
-17,949
Closed -$417K – 3898
2020
Q3 		$417K Buy
17,949
+860
+5% +$20.2K ﹤0.01% 2626
2020
Q2 		$382K Sell
17,089
-429
-2% -$9.2K ﹤0.01% 2644
2020
Q1 		$332K Sell
17,518
-3,712
-17% -$93.8K ﹤0.01% 2413
2019
Q4 		$593K Hold
21,230
– – ﹤0.01% 2229
2019
Q3 		$572K Sell
21,230
-410
-2% -$10.8K ﹤0.01% 2163
2019
Q2 		$571K Hold
21,640
– – ﹤0.01% 2182
2019
Q1 		$567K Buy
+21,640
New +$550K ﹤0.01% 2123

LPL Financial's JDIV Position: Q3 2022 in Review

LPL Financial sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 155,177 shares — an estimated $4.89M sold.

LPL Financial first reported a position in JDIV in Q1 2019 and held it in 12 quarters. The position peaked at $4.89M in Q2 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • LPL Financial reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 155,177 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $4.89M.
  • LPL Financial first reported a position in JPMorgan U.S. Dividend ETF in Q1 2019 and held it in 12 quarters.
  • LPL Financial's JPMorgan U.S. Dividend ETF position peaked at $4.89M in Q2 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.