JP Morgan Chase
DFCA icon

JP Morgan Chase’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

JP Morgan Chase’s Portfolio DFCA Stock Details DFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$544K Sell
10,925
-1,200
-10% -$60.4K ﹤0.01% 4934
2025
Q4 		$607K Sell
12,125
-9,654
-44% -$483K ﹤0.01% 4904
2025
Q3 		$1.09M Buy
21,779
+7,870
+57% +$389K ﹤0.01% 4523
2025
Q2 		$685K Buy
13,909
+12,179
+704% +$599K ﹤0.01% 4607
2025
Q1 		$85.8K Buy
1,730
+597
+53% +$29.9K ﹤0.01% 5646
2024
Q4 		$56.7K Buy
+1,133
New +$57.1K ﹤0.01% 5970
2024
Q2 		– Sell
-3,626
Closed -$183K – 7414
2024
Q1 		$183K Buy
+3,626
New +$183K ﹤0.01% 5399

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

JP Morgan Chase's DFCA Position: Q1 2026 in Review

JP Morgan Chase reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 9.9% in Q1 2026, selling an estimated $60.4K and leaving 10,925 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #4934.

JP Morgan Chase first reported a position in DFCA in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • JP Morgan Chase held 10,925 shares of Dimensional California Municipal Bond ETF worth $544K as of Q1 2026.
  • JP Morgan Chase sold 1,200 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $60.4K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4934 holding.
  • JP Morgan Chase first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's Dimensional California Municipal Bond ETF position peaked at $1.09M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.