JP Morgan Chase
DFSI

JP Morgan Chase’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

JP Morgan Chase’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.6K Sell
2,086
-30
-1% -$1.33K ﹤0.01% 5914
2025
Q4 		$90.7K Buy
2,116
+11
+0.5% +$458 ﹤0.01% 5938
2025
Q3 		$86.2K Sell
2,105
-1,198
-36% -$48K ﹤0.01% 5981
2025
Q2 		$130K Buy
3,303
+287
+10% +$10.7K ﹤0.01% 5478
2025
Q1 		$105K Sell
3,016
-69
-2% -$2.39K ﹤0.01% 5543
2024
Q4 		$101K Buy
3,085
+988
+47% +$33.6K ﹤0.01% 5752
2024
Q3 		$74.9K Buy
2,097
+41
+2% +$1.4K ﹤0.01% 5824
2024
Q2 		$67.7K Sell
2,056
-146
-7% -$4.86K ﹤0.01% 5723
2024
Q1 		$74.1K Buy
2,202
+1,840
+508% +$59.5K ﹤0.01% 5789
2023
Q4 		$11.6K Sell
362
-1,999
-85% -$59K ﹤0.01% 6369
2023
Q3 		$67.8K Sell
2,361
-733
-24% -$22.1K ﹤0.01% 5694
2023
Q2 		$94.2K Buy
3,094
+1,448
+88% +$44.1K ﹤0.01% 5491
2023
Q1 		$49.5K Buy
+1,646
New +$48.6K ﹤0.01% 5701

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

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

JP Morgan Chase reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.4% in Q1 2026, selling an estimated $1.33K and leaving 2,086 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5914.

JP Morgan Chase first reported a position in DFSI in Q1 2023 and has held it in 13 quarters since. The position peaked at $130K in Q2 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • JP Morgan Chase held 2,086 shares of Dimensional International Sustainability Core 1 ETF worth $85.6K as of Q1 2026.
  • JP Morgan Chase sold 30 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $1.33K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5914 holding.
  • JP Morgan Chase first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • JP Morgan Chase's Dimensional International Sustainability Core 1 ETF position peaked at $130K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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