JP Morgan Chase
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JP Morgan Chase’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

JP Morgan Chase’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.41M Buy
153,321
+17,789
+13% +$858K ﹤0.01% 3083
2026
Q1 		$6.49M Buy
135,532
+30,496
+29% +$1.48M ﹤0.01% 3082
2025
Q4 		$5.06M Buy
105,036
+37,147
+55% +$1.79M ﹤0.01% 3299
2025
Q3 		$3.26M Buy
67,889
+9,095
+15% +$433K ﹤0.01% 3711
2025
Q2 		$2.79M Sell
58,794
-34,183
-37% -$1.62M ﹤0.01% 3662
2025
Q1 		$4.42M Buy
92,977
+7,742
+9% +$371K ﹤0.01% 3265
2024
Q4 		$4.07M Sell
85,235
-5,560
-6% -$268K ﹤0.01% 3541
2024
Q3 		$4.41M Sell
90,795
-403
-0.4% -$19.4K ﹤0.01% 3307
2024
Q2 		$4.36M Buy
91,198
+4,541
+5% +$217K ﹤0.01% 3139
2024
Q1 		$4.17M Buy
86,657
+14,740
+20% +$711K ﹤0.01% 3247
2023
Q4 		$3.49M Buy
71,917
+63,906
+798% +$3.02M ﹤0.01% 3407
2023
Q3 		$372K Buy
+8,011
New +$379K ﹤0.01% 4652
2023
Q2 		– Sell
-2,142
Closed -$103K – 6990
2023
Q1 		$103K Buy
+2,142
New +$103K ﹤0.01% 5409

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

JP Morgan Chase's DFNM Position: Q2 2026 in Review

JP Morgan Chase increased its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q2 2026, buying an estimated $858K and bringing the position to 153,321 shares worth $7.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

JP Morgan Chase first reported a position in DFNM in Q1 2023 and has held it in 13 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • JP Morgan Chase held 153,321 shares of Dimensional National Municipal Bond ETF worth $7.41M as of Q2 2026.
  • JP Morgan Chase bought 17,789 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $858K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3083 holding.
  • JP Morgan Chase first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.