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
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 $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 27% in Q1 2026, buying an estimated $341K and bringing the position to 33,380 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

JP Morgan Chase first reported a position in DFSD in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q2 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • JP Morgan Chase held 33,380 shares of Dimensional Short-Duration Fixed Income ETF worth $1.59M as of Q1 2026.
  • JP Morgan Chase bought 7,092 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $341K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4274 holding.
  • JP Morgan Chase first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's Dimensional Short-Duration Fixed Income ETF position peaked at $2.25M in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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