DFVE β€” DOUBLELINE FORTUNE 500 EQUAL

Ownership history in JPMORGAN CHASE & CO  Β·  8 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported DOUBLELINE FORTUNE 500 EQUAL (DFVE) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows DFVE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in DOUBLELINE FORTUNE 500 EQUAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFVE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPMORGAN CHASE & CO held DFVE β€” position size vs. price
% of Fund (quarterly)    DFVE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 55,032 β€” 0% 0.00% $1.8M 2026-02-14 (Est.) $34.05
2025 Q3 REDUCED 55,032 -191 -0.3% 0.00% $1.7M 2025-11-07 $30.89
2025 Q2 UNCHANGED 55,223 β€” 0% 0.00% $1.6M 2025-08-12 $29.94
2025 Q1 UNCHANGED 55,223 β€” 0% 0.00% $1.6M 2025-05-12 $28.15
2024 Q4 REDUCED 55,223 -4,777 -8.0% 0.00% $1.6M 2025-02-12 $28.65
2024 Q3 UNCHANGED 60,000 β€” 0% 0.00% $1.7M 2024-11-08 $29.10
2024 Q2 UNCHANGED 60,000 β€” 0% 0.00% $1.6M 2024-08-12 $25.98
2024 Q1 INITIATED 60,000 β€” β€” 0.00% $1.7M 2024-05-10 $26.20

FAQ About JPMORGAN CHASE & CO and DFVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning DFVE?

JPMORGAN CHASE & CO reported DFVE across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DFVE position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for DFVE was 0.00% in 2024 Q1.

What is the latest reported DFVE position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 55,032 shares, equal to 0.00% of portfolio, with an estimated market value of $1.8M.

What does the chart on this DFVE ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly DFVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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