JP Morgan Chase
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JP Morgan Chase’s Davis Select Worldwide ETF DWLD Stock Holding History

JP Morgan Chase’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,559
Closed -$59.1K – 7456
2024
Q3 		$59.1K Buy
1,559
+908
+139% +$30.9K ﹤0.01% 5932
2024
Q2 		$21.7K Buy
+651
New +$21.7K ﹤0.01% 6113

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's DWLD Position: Q4 2024 in Review

JP Morgan Chase sold out of Davis Select Worldwide ETF (DWLD) in Q4 2024, closing a stake of 1,559 shares — an estimated $59.1K sold.

JP Morgan Chase first reported a position in DWLD in Q2 2024 and held it in 2 quarters. The position peaked at $59.1K in Q3 2024. 45 funds tracked by Wall St. Rank hold DWLD as of Q4 2024.

  • JP Morgan Chase reported no remaining Davis Select Worldwide ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,559 Davis Select Worldwide ETF shares in Q4 2024, an estimated $59.1K.
  • JP Morgan Chase first reported a position in Davis Select Worldwide ETF in Q2 2024 and held it in 2 quarters.
  • JP Morgan Chase's Davis Select Worldwide ETF position peaked at $59.1K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.