JP Morgan Chase
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JP Morgan Chase’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

JP Morgan Chase’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.99K Buy
172
+11
+7% +$572 ﹤0.01% 6952
2026
Q1 		$8.28K Buy
161
+5
+3% +$260 ﹤0.01% 6784
2025
Q4 		$8.08K Buy
156
+6
+4% +$317 ﹤0.01% 6721
2025
Q3 		$7.99K Sell
150
-1,751
-92% -$92.2K ﹤0.01% 6696
2025
Q2 		$99.7K Sell
1,901
-781
-29% -$40.3K ﹤0.01% 5605
2025
Q1 		$138K Buy
2,682
+725
+37% +$37.1K ﹤0.01% 5413
2024
Q4 		$99.7K Sell
1,957
-11
-0.6% -$573 ﹤0.01% 5761
2024
Q3 		$105K Buy
1,968
+29
+1% +$1.52K ﹤0.01% 5677
2024
Q2 		$99.1K Sell
1,939
-35
-2% -$1.79K ﹤0.01% 5519
2024
Q1 		$102K Buy
1,974
+1,952
+8,873% +$100K ﹤0.01% 5666
2023
Q4 		$1.14K Sell
22
-3,007
-99% -$151K ﹤0.01% 6818
2023
Q3 		$151K Buy
3,029
+1,435
+90% +$72.9K ﹤0.01% 5233
2023
Q2 		$81.5K Sell
1,594
-675
-30% -$34.8K ﹤0.01% 5558
2023
Q1 		$118K Buy
+2,269
New +$117K ﹤0.01% 5352

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 6.8% in Q2 2026, buying an estimated $572 and bringing the position to 172 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #6952.

JP Morgan Chase first reported a position in DFSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $151K in Q3 2023. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • JP Morgan Chase held 172 shares of Dimensional Global Sustainability Fixed Income ETF worth $8.99K as of Q2 2026.
  • JP Morgan Chase bought 11 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $572.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6952 holding.
  • JP Morgan Chase first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • JP Morgan Chase's Dimensional Global Sustainability Fixed Income ETF position peaked at $151K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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