Osaic Holdings
JDIV

Osaic Holdings’s JPMorgan Dividend Leaders ETF JDIV Stock Holding History

Osaic Holdings’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
Q1 		$4.48K Buy
85
+11
+15% +$602 ﹤0.01% 6738
2025
Q4 		$3.97K Hold
74
– – ﹤0.01% 6825
2025
Q3 		$3.98K Buy
+74
New +$3.89K ﹤0.01% 6874

Other funds holding JDIV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3IP
3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Osaic Holdings's JDIV Position: Q1 2026 in Review

Osaic Holdings increased its JPMorgan Dividend Leaders ETF (JDIV) stake by 15% in Q1 2026, buying an estimated $602 and bringing the position to 85 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #6738.

Osaic Holdings first reported a position in JDIV in Q3 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold JDIV as of Q1 2026.

  • Osaic Holdings held 85 shares of JPMorgan Dividend Leaders ETF worth $4.48K as of Q1 2026.
  • Osaic Holdings bought 11 JPMorgan Dividend Leaders ETF shares in Q1 2026, an estimated $602.
  • JPMorgan Dividend Leaders ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6738 holding.
  • Osaic Holdings first reported a position in JPMorgan Dividend Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held JPMorgan Dividend Leaders ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.