JP Morgan Chase
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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
Q2 		$674K Buy
13,442
+2,517
+23% +$126K ﹤0.01% 4918
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 $80.9B AUM 26.08% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 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 $3.6B AUM 16.02% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional California Municipal Bond ETF (DFCA) stake by 23% in Q2 2026, buying an estimated $126K and bringing the position to 13,442 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #4918.

JP Morgan Chase first reported a position in DFCA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • JP Morgan Chase held 13,442 shares of Dimensional California Municipal Bond ETF worth $674K as of Q2 2026.
  • JP Morgan Chase bought 2,517 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $126K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4918 holding.
  • JP Morgan Chase first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • JP Morgan Chase's Dimensional California Municipal Bond ETF position peaked at $1.09M in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

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