Dimensional VA U.S. Large Value Portfolio JPM Holdings History
Dimensional VA U.S. Large Value Portfolio's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, Dimensional VA U.S. Large Value Portfolio held 122,880.00 shares of JPMorgan Chase & Co(JPM), totaling $30.06 Mil. This investment constitutes 4.89% of their stock portfolio, and Dimensional VA U.S. Large Value Portfolio now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Dimensional VA U.S. Large Value Portfolio has made 8 purchases of JPM, at an average price of $120.50, for a total of 257,263.00 shares. In addition, there have been 11 sales at an average price of $175.95 for 134,383.00 shares. Based on historical transaction data and JPM's current price of $289.90, Dimensional VA U.S. Large Value Portfolio's estimated gain on his JPM holdings is $28.27 Mil, reflecting a 91.19% gain to date.
Dimensional VA U.S. Large Value Portfolio JPM ($289.90) Holding Chart
Dimensional VA U.S. Large Value Portfolio JPM ($289.90) 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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