JP Morgan Chase
DFSD

JP Morgan Chase’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

JP Morgan Chase’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Buy
50,257
+16,877
+51% +$808K ﹤0.01% 4066
2026
Q1 		$1.59M Buy
33,380
+7,092
+27% +$341K ﹤0.01% 4274
2025
Q4 		$1.26M Buy
26,288
+2,962
+13% +$143K ﹤0.01% 4441
2025
Q3 		$1.12M Sell
23,326
-1,698
-7% -$81.7K ﹤0.01% 4499
2025
Q2 		$1.2M Sell
25,024
-1,272
-5% -$60.6K ﹤0.01% 4266
2025
Q1 		$1.25M Buy
26,296
+6,257
+31% +$295K ﹤0.01% 4196
2024
Q4 		$939K Sell
20,039
-4,444
-18% -$210K ﹤0.01% 4680
2024
Q3 		$1.17M Sell
24,483
-23,426
-49% -$1.11M ﹤0.01% 4368
2024
Q2 		$2.25M Buy
47,909
+26,948
+129% +$1.26M ﹤0.01% 3680
2024
Q1 		$986K Buy
20,961
+7,027
+50% +$330K ﹤0.01% 4359
2023
Q4 		$655K Buy
13,934
+731
+6% +$34K ﹤0.01% 4618
2023
Q3 		$612K Buy
+13,203
New +$614K ﹤0.01% 4367

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 51% in Q2 2026, buying an estimated $808K and bringing the position to 50,257 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4066.

JP Morgan Chase first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • JP Morgan Chase held 50,257 shares of Dimensional Short-Duration Fixed Income ETF worth $2.4M as of Q2 2026.
  • JP Morgan Chase bought 16,877 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $808K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4066 holding.
  • JP Morgan Chase first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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