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
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 $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 3.2% in Q1 2026, buying an estimated $260 and bringing the position to 161 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #6784.

JP Morgan Chase first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $151K in Q3 2023. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • JP Morgan Chase held 161 shares of Dimensional Global Sustainability Fixed Income ETF worth $8.28K as of Q1 2026.
  • JP Morgan Chase bought 5 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $260.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6784 holding.
  • JP Morgan Chase first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • JP Morgan Chase's Dimensional Global Sustainability Fixed Income ETF position peaked at $151K in Q3 2023.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

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