DIMENSIONAL FUND ADVISORS LP JPM Holdings History
DIMENSIONAL FUND ADVISORS LP's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, DIMENSIONAL FUND ADVISORS LP held 20.10 Mil shares of JPMorgan Chase & Co(JPM), totaling $4.93 Bil. This investment constitutes 1.23% of their stock portfolio, and DIMENSIONAL FUND ADVISORS LP now holds 0.72% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q2. And since then DIMENSIONAL FUND ADVISORS LP has made 24 purchases of JPM, at an average price of $73.63, for a total of 37.40 Mil shares. In addition, there have been 19 sales at an average price of $137.34 for 17.31 Mil shares. Based on historical transaction data and JPM's current price of $291.27, DIMENSIONAL FUND ADVISORS LP's estimated gain on his JPM holdings is $5.48 Bil, reflecting a 198.87% gain to date.
DIMENSIONAL FUND ADVISORS LP JPM ($291.27) Holding Chart
DIMENSIONAL FUND ADVISORS LP JPM ($291.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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