JPMORGAN CHASE & CO XUDV — FRANKLIN US DIVIDEND BOOSTER I

Ownership history in JPMORGAN CHASE & CO  ·  1 quarter on record

AI Ownership Summary

JPMORGAN CHASE & CO reported FRANKLIN US DIVIDEND BOOSTER I (XUDV) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows XUDV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XUDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in FRANKLIN US DIVIDEND BOOSTER I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

XUDV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPMORGAN CHASE & CO held XUDV — position size vs. price
% of Fund (quarterly)    XUDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 42,434 — — 0.00% $1.3M 2026-11-12 $32.81

FAQ About JPMORGAN CHASE & CO and XUDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning XUDV?

JPMORGAN CHASE & CO reported XUDV across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported XUDV position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for XUDV was 0.00% in 2026 Q3.

What is the latest reported XUDV position on this page?

The most recent filing on this page is 2026 Q3, when JPMORGAN CHASE & CO reported 42,434 shares, equal to 0.00% of portfolio, with an estimated market value of $1.3M.

What does the chart on this XUDV ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly XUDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to JPMORGAN CHASE & CO Holdings