JP Morgan Chase
DFH icon

JP Morgan Chase’s Dream Finders Homes DFH Stock Holding History

JP Morgan Chase’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170K Sell
12,642
-27,421
-68% -$487K ﹤0.01% 5550
2025
Q4 		$685K Buy
40,063
+25,823
+181% +$528K ﹤0.01% 4845
2025
Q3 		$369K Sell
14,240
-4,003
-22% -$110K ﹤0.01% 5190
2025
Q2 		$458K Sell
18,243
-21,221
-54% -$477K ﹤0.01% 4831
2025
Q1 		$890K Sell
39,464
-53,920
-58% -$1.26M ﹤0.01% 4433
2024
Q4 		$2.17M Buy
93,384
+80,433
+621% +$2.46M ﹤0.01% 4093
2024
Q3 		$469K Sell
12,951
-42,187
-77% -$1.3M ﹤0.01% 4938
2024
Q2 		$1.42M Buy
55,138
+10,375
+23% +$328K ﹤0.01% 4030
2024
Q1 		$1.96M Buy
44,763
+28,625
+177% +$1.01M ﹤0.01% 3862
2023
Q4 		$573K Sell
16,138
-429
-3% -$10.7K ﹤0.01% 4701
2023
Q3 		$368K Sell
16,567
-2,328
-12% -$60.5K ﹤0.01% 4663
2023
Q2 		$465K Buy
18,895
+2,544
+16% +$45.8K ﹤0.01% 4539
2023
Q1 		$217K Sell
16,351
-30,904
-65% -$365K ﹤0.01% 5015
2022
Q4 		$410K Sell
47,255
-6,382
-12% -$64K ﹤0.01% 4643
2022
Q3 		$568K Sell
53,637
-4,985
-9% -$60.1K ﹤0.01% 4372
2022
Q2 		$624K Buy
58,622
+58,545
+76,032% +$925K ﹤0.01% 4421
2022
Q1 		$1K Sell
77
-12,306
-99% -$237K ﹤0.01% 6464
2021
Q4 		$241K Buy
+12,383
New +$216K ﹤0.01% 5245
2021
Q3 		– Sell
-306
Closed -$7K – 6531
2021
Q2 		$7K Sell
306
-201
-40% -$5.19K ﹤0.01% 6075
2021
Q1 		$12K Buy
+507
New +$12.4K ﹤0.01% 5774

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

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

JP Morgan Chase reduced its Dream Finders Homes (DFH) stake by 68% in Q1 2026, selling an estimated $487K and leaving 12,642 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #5550.

JP Morgan Chase first reported a position in DFH in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.17M in Q4 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • JP Morgan Chase held 12,642 shares of Dream Finders Homes worth $170K as of Q1 2026.
  • JP Morgan Chase sold 27,421 Dream Finders Homes shares in Q1 2026, an estimated $487K.
  • Dream Finders Homes made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5550 holding.
  • JP Morgan Chase first reported a position in Dream Finders Homes in Q1 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's Dream Finders Homes position peaked at $2.17M in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

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