JP Morgan Chase
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JP Morgan Chase’s Dimensional International Small Cap ETF DFIS Stock Holding History

JP Morgan Chase’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.62M Sell
294,678
-6,339
-2% -$221K ﹤0.01% 2711
2025
Q4 		$9.92M Buy
301,017
+8,581
+3% +$273K ﹤0.01% 2690
2025
Q3 		$9.25M Sell
292,436
-6,128
-2% -$188K ﹤0.01% 2787
2025
Q2 		$8.91M Buy
298,564
+18,746
+7% +$518K ﹤0.01% 2663
2025
Q1 		$7.23M Buy
279,818
+5,455
+2% +$140K ﹤0.01% 2837
2024
Q4 		$6.74M Buy
274,363
+235,919
+614% +$6M ﹤0.01% 3077
2024
Q3 		$1.03M Buy
38,444
+24,373
+173% +$625K ﹤0.01% 4450
2024
Q2 		$347K Sell
14,071
-8
-0.1% -$200 ﹤0.01% 4874
2024
Q1 		$353K Buy
14,079
+2,104
+18% +$50.6K ﹤0.01% 5015
2023
Q4 		$289K Buy
+11,975
New +$266K ﹤0.01% 5129
2023
Q3 		– Sell
-7,280
Closed -$166K – 7509
2023
Q2 		$166K Buy
7,280
+6,459
+787% +$149K ﹤0.01% 5185
2023
Q1 		$18.9K Buy
+821
New +$18.8K ﹤0.01% 5988

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

JP Morgan Chase reduced its Dimensional International Small Cap ETF (DFIS) stake by 2.1% in Q1 2026, selling an estimated $221K and leaving 294,678 shares worth $9.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

JP Morgan Chase first reported a position in DFIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.92M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • JP Morgan Chase held 294,678 shares of Dimensional International Small Cap ETF worth $9.62M as of Q1 2026.
  • JP Morgan Chase sold 6,339 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $221K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2711 holding.
  • JP Morgan Chase first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Dimensional International Small Cap ETF position peaked at $9.92M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

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