UBS Group
JDIV

UBS Group’s JPMorgan Dividend Leaders ETF JDIV Stock Holding History

UBS Group’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 		$7.17K Buy
+136
New +$7.44K ﹤0.01% 8613
2025
Q4 		– Sell
-342
Closed -$18.4K – 11380
2025
Q3 		$18.4K Sell
342
-313
-48% -$16.5K ﹤0.01% 8208
2025
Q2 		$33.9K Buy
655
+500
+323% +$24.2K ﹤0.01% 8077
2025
Q1 		$7.33K Buy
155
+150
+3,000% +$7.17K ﹤0.01% 8838
2024
Q4 		$230 Buy
+5
New +$239 ﹤0.01% 9558

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

UBS Group's JDIV Position: Q1 2026 in Review

UBS Group opened a new position in JPMorgan Dividend Leaders ETF (JDIV) in Q1 2026: 136 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #8613 among its holdings. This is a return to the name: UBS Group previously reported a position in JDIV as recently as Q3 2025.

UBS Group first reported a position in JDIV in Q4 2024 and has held it in 5 quarters since. The position peaked at $33.9K in Q2 2025. 10 funds tracked by Wall St. Rank hold JDIV as of Q1 2026.

  • UBS Group held 136 shares of JPMorgan Dividend Leaders ETF worth $7.17K as of Q1 2026.
  • JPMorgan Dividend Leaders ETF was a new UBS Group position in Q1 2026.
  • JPMorgan Dividend Leaders ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8613 holding.
  • UBS Group first reported a position in JPMorgan Dividend Leaders ETF in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's JPMorgan Dividend Leaders ETF position peaked at $33.9K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held JPMorgan Dividend Leaders ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.