JP Morgan Chase
DFSE

JP Morgan Chase’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

JP Morgan Chase’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.1K Sell
1,807
-18
-1% -$791 ﹤0.01% 5993
2025
Q4 		$75.7K Buy
1,825
+1,400
+329% +$57.9K ﹤0.01% 6036
2025
Q3 		$17.5K Sell
425
-536
-56% -$21.2K ﹤0.01% 6511
2025
Q2 		$36.6K Buy
961
+75
+8% +$2.63K ﹤0.01% 6024
2025
Q1 		$29.8K Buy
886
+6
+0.7% +$203 ﹤0.01% 6035
2024
Q4 		$29.2K Buy
880
+13
+1% +$448 ﹤0.01% 6162
2024
Q3 		$30.7K Buy
867
+27
+3% +$913 ﹤0.01% 6138
2024
Q2 		$28.1K Sell
840
-26
-3% -$858 ﹤0.01% 6051
2024
Q1 		$27.9K Buy
+866
New +$27.1K ﹤0.01% 6134
2023
Q4 		– Sell
-545
Closed -$16K – 7577
2023
Q3 		$16K Sell
545
-426
-44% -$13.1K ﹤0.01% 6124
2023
Q2 		$29.6K Buy
971
+13
+1% +$389 ﹤0.01% 5835
2023
Q1 		$28.6K Buy
+958
New +$28.4K ﹤0.01% 5885

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

JP Morgan Chase reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.99% in Q1 2026, selling an estimated $791 and leaving 1,807 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5993.

JP Morgan Chase first reported a position in DFSE in Q1 2023 and has held it in 12 quarters since. The position peaked at $75.7K in Q4 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • JP Morgan Chase held 1,807 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $74.1K as of Q1 2026.
  • JP Morgan Chase sold 18 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $791.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5993 holding.
  • JP Morgan Chase first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $75.7K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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