THE U.S. LARGE CAP VALUE SERIES JPM Holdings History
THE U.S. LARGE CAP VALUE SERIES's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, DFA INVESTMENT TRUST CO held 4.99 Mil shares of JPMorgan Chase & Co(JPM), totaling $1.22 Bil. This investment constitutes 4.69% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.18% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then THE U.S. LARGE CAP VALUE SERIES has made 6 purchases of JPM, at an average price of $149.11, for a total of 8.67 Mil shares. In addition, there have been 6 sales at an average price of $194.88 for 3.68 Mil shares. Based on historical transaction data and JPM's current price of $291.27, THE U.S. LARGE CAP VALUE SERIES's estimated gain on his JPM holdings is $877.55 Mil, reflecting a 67.90% gain to date.
THE U.S. LARGE CAP VALUE SERIES JPM ($291.27) Holding Chart
THE U.S. LARGE CAP VALUE SERIES 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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