JP Morgan Chase
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JP Morgan Chase’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

JP Morgan Chase’s Portfolio DALI Stock Details DALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$95 – 7449
2025
Q2 		$95 Sell
3
-1
-25% -$25 ﹤0.01% 6846
2025
Q1 		$110 Sell
4
-105
-96% -$2.71K ﹤0.01% 6863
2024
Q4 		$2.83K Sell
109
-4
-4% -$105 ﹤0.01% 6597
2024
Q3 		$2.86K Sell
113
-1
-0.9% -$24 ﹤0.01% 6571
2024
Q2 		$2.76K Hold
114
– – ﹤0.01% 6484
2024
Q1 		$2.76K Sell
114
-10
-8% -$228 ﹤0.01% 6536
2023
Q4 		$2.68K Buy
+124
New +$2.84K ﹤0.01% 6678

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return

JP Morgan Chase's DALI Position: Q3 2025 in Review

JP Morgan Chase sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q3 2025, closing a stake of 3 shares — an estimated $95 sold.

JP Morgan Chase first reported a position in DALI in Q4 2023 and held it in 7 quarters. The position peaked at $2.86K in Q3 2024. 15 funds tracked by Wall St. Rank hold DALI as of Q3 2025.

  • JP Morgan Chase reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 3 First Trust DorseyWright DALI 1 ETF shares in Q3 2025, an estimated $95.
  • JP Morgan Chase first reported a position in First Trust DorseyWright DALI 1 ETF in Q4 2023 and held it in 7 quarters.
  • JP Morgan Chase's First Trust DorseyWright DALI 1 ETF position peaked at $2.86K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.