JPMorgan Chase & Co. Has $44.74 Million Holdings in TCW Transform 500 ETF $VOTE

Posted by Jeff Wilder on Mar 21st, 2026

JPMorgan Chase & Co. cut its holdings in shares of TCW Transform 500 ETF (BATS:VOTE – Free Report) by 1.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 570,113 shares of the company’s stock after selling 8,450 shares during the quarter. JPMorgan Chase & Co. owned 5.08% of TCW Transform 500 ETF worth $44,742,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Root Financial Partners LLC bought a new stake in shares of TCW Transform 500 ETF in the third quarter valued at approximately $31,000. AdvisorNet Financial Inc increased its position in shares of TCW Transform 500 ETF by 13.0% in the third quarter. AdvisorNet Financial Inc now owns 1,102 shares of the company’s stock worth $87,000 after purchasing an additional 127 shares during the period. Rossby Financial LCC increased its position in shares of TCW Transform 500 ETF by 122.9% in the third quarter. Rossby Financial LCC now owns 1,108 shares of the company’s stock worth $87,000 after purchasing an additional 611 shares during the period. Wolff Wiese Magana LLC acquired a new position in TCW Transform 500 ETF in the third quarter valued at about $122,000. Finally, Raymond James Financial Inc. acquired a new position in TCW Transform 500 ETF in the second quarter valued at about $176,000.

TCW Transform 500 ETF Stock Down 1.5%

VOTE opened at $76.31 on Friday. The stock has a market capitalization of $856.20 million, a price-to-earnings ratio of 25.32 and a beta of 1.02. TCW Transform 500 ETF has a twelve month low of $56.47 and a twelve month high of $81.96. The company has a 50-day simple moving average of $80.29 and a 200 day simple moving average of $79.52.

TCW Transform 500 ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 24th. Stockholders of record on Monday, December 22nd were issued a dividend of $0.209 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Monday, December 22nd.

TCW Transform 500 ETF Profile

(Free Report)

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No. 1.