JP Morgan Chase
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JP Morgan Chase’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

JP Morgan Chase’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Buy
13,877
+2,534
+22% +$46.1K ﹤0.01% 5497
2026
Q1 		$204K Buy
11,343
+788
+7% +$14.5K ﹤0.01% 5460
2025
Q4 		$194K Buy
10,555
+6
+0.1% +$110 ﹤0.01% 5561
2025
Q3 		$195K Sell
10,549
-193
-2% -$3.52K ﹤0.01% 5529
2025
Q2 		$196K Sell
10,742
-2,389
-18% -$42.6K ﹤0.01% 5241
2025
Q1 		$235K Sell
13,131
-212,765
-94% -$3.77M ﹤0.01% 5176
2024
Q4 		$3.96M Buy
225,896
+127
+0.1% +$2.28K ﹤0.01% 3573
2024
Q3 		$4.17M Buy
225,769
+198,288
+722% +$3.59M ﹤0.01% 3344
2024
Q2 		$485K Buy
27,481
+19,115
+228% +$335K ﹤0.01% 4709
2024
Q1 		$149K Buy
8,366
+8,357
+92,856% +$148K ﹤0.01% 5499
2023
Q4 		$162 Sell
9
-67
-88% -$1.15K ﹤0.01% 7073
2023
Q3 		$1.28K Buy
+76
New +$1.32K ﹤0.01% 6613
2023
Q2 		– Sell
-1,235
Closed -$22K – 6994
2023
Q1 		$22K Buy
+1,235
New +$21.8K ﹤0.01% 5952

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

JP Morgan Chase increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 22% in Q2 2026, buying an estimated $46.1K and bringing the position to 13,877 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #5497.

JP Morgan Chase first reported a position in DIAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.17M in Q3 2024. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • JP Morgan Chase held 13,877 shares of Columbia Diversified Fixed Income Allocation ETF worth $253K as of Q2 2026.
  • JP Morgan Chase bought 2,534 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $46.1K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5497 holding.
  • JP Morgan Chase first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2023 and has held it in 13 quarters since.
  • JP Morgan Chase's Columbia Diversified Fixed Income Allocation ETF position peaked at $4.17M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

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