JP Morgan Chase
DFIV icon

JP Morgan Chase’s Dimensional International Value ETF DFIV Stock Holding History

JP Morgan Chase’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.1M Buy
585,672
+33,602
+6% +$1.78M ﹤0.01% 1736
2025
Q4 		$27.5M Buy
552,070
+20,186
+4% +$959K ﹤0.01% 1802
2025
Q3 		$24.5M Buy
531,884
+22,682
+4% +$1.01M ﹤0.01% 1937
2025
Q2 		$21.8M Sell
509,202
-8,262
-2% -$337K ﹤0.01% 1894
2025
Q1 		$20.4M Buy
517,464
+47,303
+10% +$1.81M ﹤0.01% 1918
2024
Q4 		$16.7M Buy
470,161
+111,301
+31% +$4.08M ﹤0.01% 2204
2024
Q3 		$13.7M Sell
358,860
-20,637
-5% -$763K ﹤0.01% 2335
2024
Q2 		$13.6M Sell
379,497
-25,857
-6% -$952K ﹤0.01% 2179
2024
Q1 		$14.9M Sell
405,354
-17,561
-4% -$609K ﹤0.01% 2141
2023
Q4 		$14.5M Buy
422,915
+20,146
+5% +$657K ﹤0.01% 2116
2023
Q3 		$13.1M Buy
402,769
+53,308
+15% +$1.78M ﹤0.01% 2022
2023
Q2 		$11.5M Buy
349,461
+163,461
+88% +$5.37M ﹤0.01% 2176
2023
Q1 		$5.99M Buy
186,000
+25,145
+16% +$812K ﹤0.01% 2677
2022
Q4 		$4.89M Buy
+160,855
New +$4.67M ﹤0.01% 2835

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Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return