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
Q3 		$29.8M Sell
530,442
-44,020
-8% -$2.51M ﹤0.01% 1877
2026
Q2 		$31M Sell
574,462
-11,210
-2% -$616K ﹤0.01% 1853
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

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

JP Morgan Chase's DFIV Position: Q3 2026 in Review

JP Morgan Chase reduced its Dimensional International Value ETF (DFIV) stake by 7.7% in Q3 2026, selling an estimated $2.51M and leaving 530,442 shares worth $29.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

JP Morgan Chase first reported a position in DFIV in Q4 2022 and has held it in 16 quarters since. The position peaked at $31M in Q2 2026. 840 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • JP Morgan Chase held 530,442 shares of Dimensional International Value ETF worth $29.8M as of Q3 2026.
  • JP Morgan Chase sold 44,020 Dimensional International Value ETF shares in Q3 2026, an estimated $2.51M.
  • Dimensional International Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #1877 holding.
  • JP Morgan Chase first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 16 quarters since.
  • JP Morgan Chase's Dimensional International Value ETF position peaked at $31M in Q2 2026.
  • 840 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.