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
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 $8.07B AUM 24.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

JP Morgan Chase held its DoubleLine Fortune 500 Equal Weight ETF (DFVE) position steady in Q1 2026 at 55,032 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #4212.

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

  • JP Morgan Chase held 55,032 shares of DoubleLine Fortune 500 Equal Weight ETF worth $1.75M as of Q1 2026.
  • JP Morgan Chase left its DoubleLine Fortune 500 Equal Weight ETF share count unchanged in Q1 2026.
  • DoubleLine Fortune 500 Equal Weight ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4212 holding.
  • JP Morgan Chase first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
  • JP Morgan Chase's DoubleLine Fortune 500 Equal Weight ETF position peaked at $1.76M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

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