JP Morgan Chase
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JP Morgan Chase’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

JP Morgan Chase’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.8M Buy
241,729
+2,640
+1% +$205K ﹤0.01% 2232
2026
Q1 		$16.5M Buy
239,089
+22,368
+10% +$1.64M ﹤0.01% 2241
2025
Q4 		$15.1M Buy
216,721
+1,996
+0.9% +$138K ﹤0.01% 2310
2025
Q3 		$14.7M Sell
214,725
-15,092
-7% -$1.01M ﹤0.01% 2365
2025
Q2 		$14.6M Buy
229,817
+17,254
+8% +$1.03M ﹤0.01% 2209
2025
Q1 		$12.7M Sell
212,563
-13,276
-6% -$854K ﹤0.01% 2336
2024
Q4 		$14.7M Buy
225,839
+31,889
+16% +$2.13M ﹤0.01% 2331
2024
Q3 		$12.6M Buy
193,950
+15,176
+8% +$950K ﹤0.01% 2407
2024
Q2 		$10.7M Buy
178,774
+11,202
+7% +$674K ﹤0.01% 2400
2024
Q1 		$10.4M Buy
167,572
+32,095
+24% +$1.9M ﹤0.01% 2441
2023
Q4 		$8.08M Buy
135,477
+34,563
+34% +$1.85M ﹤0.01% 2661
2023
Q3 		$5.3M Buy
100,914
+6,925
+7% +$382K ﹤0.01% 2799
2023
Q2 		$5.15M Buy
93,989
+40,589
+76% +$2.12M ﹤0.01% 2832
2023
Q1 		$2.81M Buy
53,400
+9,734
+22% +$527K ﹤0.01% 3285
2022
Q4 		$2.23M Buy
+43,666
New +$2.25M ﹤0.01% 3475
2022
Q1 		– Sell
-2,372
Closed -$142K – 6667
2021
Q4 		$142K Buy
+2,372
New +$143K ﹤0.01% 5528

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

JP Morgan Chase increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.1% in Q2 2026, buying an estimated $205K and bringing the position to 241,729 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

JP Morgan Chase first reported a position in DFAS in Q4 2021 and has held it in 16 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • JP Morgan Chase held 241,729 shares of U.S. Small Cap Portfolio ETF Class Shares worth $19.8M as of Q2 2026.
  • JP Morgan Chase bought 2,640 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $205K.
  • U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2232 holding.
  • JP Morgan Chase first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 16 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

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