JP Morgan Chase
DFAC icon

JP Morgan Chase’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

JP Morgan Chase’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.3M Buy
2,045,963
+142,794
+8% +$6.11M 0.01% 1120
2026
Q1 		$72M Buy
1,903,169
+163,248
+9% +$6.58M ﹤0.01% 1158
2025
Q4 		$68.9M Buy
1,739,921
+4,460
+0.3% +$174K ﹤0.01% 1159
2025
Q3 		$66.9M Buy
1,735,461
+58,686
+3% +$2.19M ﹤0.01% 1225
2025
Q2 		$60.1M Sell
1,676,775
-49,360
-3% -$1.65M ﹤0.01% 1223
2025
Q1 		$56.9M Buy
1,726,135
+180,450
+12% +$6.26M ﹤0.01% 1239
2024
Q4 		$53.5M Buy
1,545,685
+17,651
+1% +$622K ﹤0.01% 1282
2024
Q3 		$52.4M Buy
1,528,034
+36,331
+2% +$1.2M ﹤0.01% 1303
2024
Q2 		$48.1M Buy
1,491,703
+83,951
+6% +$2.65M ﹤0.01% 1270
2024
Q1 		$45M Buy
1,407,752
+94,769
+7% +$2.86M ﹤0.01% 1349
2023
Q4 		$38.4M Buy
1,312,983
+252,036
+24% +$6.82M ﹤0.01% 1375
2023
Q3 		$27.8M Buy
1,060,947
+72,703
+7% +$1.98M ﹤0.01% 1443
2023
Q2 		$26.8M Buy
988,244
+253,040
+34% +$6.52M ﹤0.01% 1492
2023
Q1 		$18.7M Buy
735,204
+131,384
+22% +$3.33M ﹤0.01% 1718
2022
Q4 		$14.7M Buy
603,820
+602,396
+42,303% +$14.7M ﹤0.01% 1910
2022
Q3 		$32K Hold
1,424
– – ﹤0.01% 5679
2022
Q2 		$33K Hold
1,424
– – ﹤0.01% 5772
2022
Q1 		$39K Sell
1,424
-44,295
-97% -$1.21M ﹤0.01% 5880
2021
Q4 		$1.32M Hold
45,719
– – ﹤0.01% 4177
2021
Q3 		$1.22M Hold
45,719
– – ﹤0.01% 4163
2021
Q2 		$1.23M Buy
+45,719
New +$1.21M ﹤0.01% 4149

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

JP Morgan Chase's DFAC Position: Q2 2026 in Review

JP Morgan Chase increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 7.5% in Q2 2026, buying an estimated $6.11M and bringing the position to 2,045,963 shares worth $90.3M. The position accounts for 0.01% of the portfolio, ranked #1120.

JP Morgan Chase first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • JP Morgan Chase held 2,045,963 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $90.3M as of Q2 2026.
  • JP Morgan Chase bought 142,794 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.11M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1120 holding.
  • JP Morgan Chase first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.