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
Q2 		$96K Buy
2,133
+47
+2% +$2.11K ﹤0.01% 6087
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.3% in Q2 2026, buying an estimated $2.11K and bringing the position to 2,133 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #6087.

JP Morgan Chase first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $130K in Q2 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • JP Morgan Chase held 2,133 shares of Dimensional International Sustainability Core 1 ETF worth $96K as of Q2 2026.
  • JP Morgan Chase bought 47 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.11K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6087 holding.
  • JP Morgan Chase first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • JP Morgan Chase's Dimensional International Sustainability Core 1 ETF position peaked at $130K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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