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
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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

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

JP Morgan Chase increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 7.5% in Q1 2026, buying an estimated $14.5K and bringing the position to 11,343 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #5460.

JP Morgan Chase first reported a position in DIAL in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.17M in Q3 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • JP Morgan Chase held 11,343 shares of Columbia Diversified Fixed Income Allocation ETF worth $204K as of Q1 2026.
  • JP Morgan Chase bought 788 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $14.5K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5460 holding.
  • JP Morgan Chase first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Columbia Diversified Fixed Income Allocation ETF position peaked at $4.17M in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

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