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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

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.