Morgan Stanley
JDIV

Morgan Stanley’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Morgan Stanley’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
Q1 		– Sell
-240
Closed -$8K – 8305
2021
Q4 		$8K Buy
+240
New +$7.93K ﹤0.01% 7554

Other funds holding JDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Morgan Stanley's JDIV Position: Q1 2022 in Review

Morgan Stanley sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q1 2022, closing a stake of 240 shares — an estimated $8K sold.

Morgan Stanley first reported a position in JDIV in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 22 funds tracked by Wall St. Rank hold JDIV as of Q1 2022.

  • Morgan Stanley reported no remaining JPMorgan U.S. Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Morgan Stanley sold 240 JPMorgan U.S. Dividend ETF shares in Q1 2022, an estimated $8K.
  • Morgan Stanley first reported a position in JPMorgan U.S. Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Morgan Stanley's JPMorgan U.S. Dividend ETF position peaked at $8K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q1 2022.

Based on Morgan Stanley's 13F filing for Q1 2022, filed 13 May 2022.