JP Morgan Chase
DFVE icon

JP Morgan Chase’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

JP Morgan Chase’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55,032
Closed -$1.75M – 8148
2026
Q1 		$1.75M Hold
55,032
– – ﹤0.01% 4212
2025
Q4 		$1.76M Hold
55,032
– – ﹤0.01% 4177
2025
Q3 		$1.73M Sell
55,032
-191
-0.3% -$5.86K ﹤0.01% 4185
2025
Q2 		$1.64M Hold
55,223
– – ﹤0.01% 4055
2025
Q1 		$1.56M Hold
55,223
– – ﹤0.01% 4042
2024
Q4 		$1.56M Sell
55,223
-4,777
-8% -$140K ﹤0.01% 4328
2024
Q3 		$1.74M Hold
60,000
– – ﹤0.01% 4107
2024
Q2 		$1.6M Hold
60,000
– – ﹤0.01% 3959
2024
Q1 		$1.66M Buy
+60,000
New +$1.57M ﹤0.01% 3992

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

JP Morgan Chase sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q2 2026, closing a stake of 55,032 shares — an estimated $1.75M sold.

JP Morgan Chase first reported a position in DFVE in Q1 2024 and held it in 9 quarters. The position peaked at $1.76M in Q4 2025. 7 funds tracked by Wall St. Rank hold DFVE as of Q2 2026.

  • JP Morgan Chase reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 55,032 DoubleLine Fortune 500 Equal Weight ETF shares in Q2 2026, an estimated $1.75M.
  • JP Morgan Chase first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q1 2024 and held it in 9 quarters.
  • JP Morgan Chase's DoubleLine Fortune 500 Equal Weight ETF position peaked at $1.76M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q2 2026.

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