JP Morgan Chase
DFLV icon

JP Morgan Chase’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

JP Morgan Chase’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9M Sell
423,583
-49,285
-10% -$1.78M ﹤0.01% 2337
2025
Q4 		$16.2M Buy
472,868
+16,627
+4% +$554K ﹤0.01% 2248
2025
Q3 		$15M Buy
456,241
+24,218
+6% +$775K ﹤0.01% 2339
2025
Q2 		$13.4M Buy
432,023
+36,147
+9% +$1.07M ﹤0.01% 2291
2025
Q1 		$12.1M Buy
395,876
+76,353
+24% +$2.36M ﹤0.01% 2376
2024
Q4 		$9.6M Buy
319,523
+283,329
+783% +$8.86M ﹤0.01% 2727
2024
Q3 		$1.12M Buy
36,194
+35,420
+4,576% +$1.06M ﹤0.01% 4399
2024
Q2 		$22.4K Buy
774
+246
+47% +$7.16K ﹤0.01% 6105
2024
Q1 		$15.8K Hold
528
– – ﹤0.01% 6272
2023
Q4 		$14.3K Buy
+528
New +$13.3K ﹤0.01% 6322
2023
Q2 		– Sell
-122
Closed -$3K – 6989
2023
Q1 		$3K Buy
+122
New +$3.07K ﹤0.01% 6383

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

JP Morgan Chase reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 10% in Q1 2026, selling an estimated $1.78M and leaving 423,583 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

JP Morgan Chase first reported a position in DFLV in Q1 2023 and has held it in 11 quarters since. The position peaked at $16.2M in Q4 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • JP Morgan Chase held 423,583 shares of Dimensional US Large Cap Value ETF worth $14.9M as of Q1 2026.
  • JP Morgan Chase sold 49,285 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $1.78M.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2337 holding.
  • JP Morgan Chase first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's Dimensional US Large Cap Value ETF position peaked at $16.2M in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

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