JP Morgan Chase
DFAR icon

JP Morgan Chase’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

JP Morgan Chase’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Sell
9,439
-3,099
-25% -$79.7K ﹤0.01% 5499
2026
Q1 		$292K Buy
12,538
+10,257
+450% +$247K ﹤0.01% 5294
2025
Q4 		$53.1K Sell
2,281
-4,920
-68% -$115K ﹤0.01% 6201
2025
Q3 		$172K Buy
7,201
+4,887
+211% +$115K ﹤0.01% 5600
2025
Q2 		$54K Sell
2,314
-1,470
-39% -$34.1K ﹤0.01% 5901
2025
Q1 		$90K Buy
3,784
+738
+24% +$17.4K ﹤0.01% 5623
2024
Q4 		$70.9K Sell
3,046
-39
-1% -$966 ﹤0.01% 5888
2024
Q3 		$79.1K Buy
3,085
+1,387
+82% +$33.6K ﹤0.01% 5797
2024
Q2 		$37.2K Buy
1,698
+490
+41% +$10.5K ﹤0.01% 5968
2024
Q1 		$27K Sell
1,208
-2,004
-62% -$44.2K ﹤0.01% 6144
2023
Q4 		$73.1K Sell
3,212
-933
-23% -$19.1K ﹤0.01% 5870
2023
Q3 		$93.3K Buy
4,145
+286
+7% +$6.07K ﹤0.01% 5514
2023
Q2 		$83K Sell
3,859
-46,045
-92% -$974K ﹤0.01% 5546
2023
Q1 		$1.07M Buy
49,904
+4,305
+9% +$94.7K ﹤0.01% 3987
2022
Q4 		$965K Buy
45,599
+45,375
+20,257% +$961K ﹤0.01% 4069
2022
Q3 		$5K Buy
+224
New +$5.32K ﹤0.01% 6089

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

JP Morgan Chase reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 25% in Q2 2026, selling an estimated $79.7K and leaving 9,439 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #5499.

JP Morgan Chase first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q1 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • JP Morgan Chase held 9,439 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $251K as of Q2 2026.
  • JP Morgan Chase sold 3,099 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $79.7K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5499 holding.
  • JP Morgan Chase first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • JP Morgan Chase's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.07M in Q1 2023.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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