JP Morgan Chase
DSI icon

JP Morgan Chase’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

JP Morgan Chase’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140M Sell
1,189,990
-34,655
-3% -$4.43M 0.01% 839
2025
Q4 		$158M Sell
1,224,645
-16,615
-1% -$2.12M 0.01% 759
2025
Q3 		$156M Buy
1,241,260
+45,045
+4% +$5.45M 0.01% 800
2025
Q2 		$139M Sell
1,196,215
-44,554
-4% -$4.74M 0.01% 803
2025
Q1 		$127M Sell
1,240,769
-150,143
-11% -$16.4M 0.01% 831
2024
Q4 		$153M Sell
1,390,912
-135,779
-9% -$15.2M 0.01% 754
2024
Q3 		$166M Sell
1,526,691
-20,703
-1% -$2.17M 0.01% 755
2024
Q2 		$161M Sell
1,547,394
-83,742
-5% -$8.38M 0.01% 735
2024
Q1 		$164M Sell
1,631,136
-43,642
-3% -$4.17M 0.01% 719
2023
Q4 		$152M Buy
1,674,778
+178,585
+12% +$15.2M 0.01% 706
2023
Q3 		$122M Sell
1,496,193
-19,911
-1% -$1.69M 0.01% 732
2023
Q2 		$128M Sell
1,516,104
-76,094
-5% -$6.05M 0.01% 720
2023
Q1 		$124M Sell
1,592,198
-122,493
-7% -$9.25M 0.02% 718
2022
Q4 		$123M Buy
1,714,691
+98,915
+6% +$7.11M 0.02% 696
2022
Q3 		$108M Buy
1,615,776
+67,638
+4% +$5.08M 0.02% 695
2022
Q2 		$111M Sell
1,548,138
-49,088
-3% -$3.82M 0.02% 710
2022
Q1 		$138M Sell
1,597,226
-469,902
-23% -$40.3M 0.02% 703
2021
Q4 		$192M Buy
2,067,128
+29,763
+1% +$2.68M 0.02% 584
2021
Q3 		$170M Buy
2,037,365
+681,975
+50% +$58.3M 0.02% 627
2021
Q2 		$112M Buy
1,355,390
+12,466
+0.9% +$1M 0.01% 845
2021
Q1 		$103M Sell
1,342,924
-35,947
-3% -$2.66M 0.01% 831
2020
Q4 		$98.6M Buy
1,378,871
+52,953
+4% +$3.59M 0.01% 775
2020
Q3 		$84.2M Buy
1,325,918
+51,676
+4% +$3.26M 0.01% 758
2020
Q2 		$75.2M Sell
1,274,242
-63,682
-5% -$3.54M 0.01% 743
2020
Q1 		$65.2M Sell
1,337,924
-56,344
-4% -$3.24M 0.02% 711
2019
Q4 		$83.7M Buy
1,394,268
+49,456
+4% +$2.84M 0.02% 737
2019
Q3 		$74.6M Buy
1,344,812
+110,948
+9% +$6.13M 0.01% 775
2019
Q2 		$67M Buy
1,233,864
+49,552
+4% +$2.66M 0.01% 836
2019
Q1 		$62.5M Buy
1,184,312
+79,646
+7% +$4.04M 0.01% 860
2018
Q4 		$51.4M Buy
1,104,666
+209,154
+23% +$10.3M 0.01% 886
2018
Q3 		$47.8M Buy
895,512
+100,190
+13% +$5.27M 0.01% 1046
2018
Q2 		$40.1M Buy
795,322
+88,418
+13% +$4.44M 0.01% 1096
2018
Q1 		$34.5M Buy
706,904
+121,646
+21% +$6.14M 0.01% 1160
2017
Q4 		$28.7M Buy
585,258
+41,884
+8% +$2.01M 0.01% 1311
2017
Q3 		$25.1M Buy
543,374
+13,560
+3% +$617K 0.01% 1348
2017
Q2 		$23.7M Buy
529,814
+3,612
+0.7% +$160K 0.01% 1348
2017
Q1 		$22.8M Buy
526,202
+41,084
+8% +$1.76M 0.01% 1381
2016
Q4 		$20M Sell
485,118
-71,960
-13% -$2.91M ﹤0.01% 1474
2016
Q3 		$22.4M Buy
557,078
+50,994
+10% +$2.05M 0.01% 1297
2016
Q2 		$19.6M Sell
506,084
-15,316
-3% -$589K ﹤0.01% 1412
2016
Q1 		$20M Buy
521,400
+14,986
+3% +$542K 0.01% 1339
2015
Q4 		$19.2M Sell
506,414
-13,034
-3% -$496K ﹤0.01% 1359
2015
Q3 		$18.4M Buy
519,448
+42,276
+9% +$1.59M ﹤0.01% 1319
2015
Q2 		$18.1M Buy
477,172
+157,974
+49% +$6.15M ﹤0.01% 1467
2015
Q1 		$12.3M Buy
319,198
+20,950
+7% +$805K ﹤0.01% 1767
2014
Q4 		$11.4M Buy
298,248
+10,870
+4% +$406K ﹤0.01% 1857
2014
Q3 		$10.5M Buy
287,378
+29,224
+11% +$1.08M ﹤0.01% 1882
2014
Q2 		$9.44M Buy
258,154
+14,762
+6% +$524K ﹤0.01% 1776
2014
Q1 		$8.55M Sell
243,392
-2,954
-1% -$102K ﹤0.01% 1798
2013
Q4 		$8.51M Buy
246,346
+81,374
+49% +$2.69M ﹤0.01% 1853
2013
Q3 		$5.2M Buy
164,972
+2,582
+2% +$81K ﹤0.01% 2158
2013
Q2 		$4.9M Buy
+162,390
New +$4.88M ﹤0.01% 2144

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.8% in Q1 2026, selling an estimated $4.43M and leaving 1,189,990 shares worth $140M. The position accounts for 0.01% of the portfolio, ranked #839.

JP Morgan Chase first reported a position in DSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $192M in Q4 2021. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • JP Morgan Chase held 1,189,990 shares of iShares MSCI KLD 400 Social ETF worth $140M as of Q1 2026.
  • JP Morgan Chase sold 34,655 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $4.43M.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #839 holding.
  • JP Morgan Chase first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's iShares MSCI KLD 400 Social ETF position peaked at $192M in Q4 2021.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

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