Number of Shares
2.20 Mil
Current Holdings Value*
$538.58 Mil
% of Portfolio
1.67%
Total Estimate Gain
$367.52 Mil
% of Total Estimate Gain
115.86%

U.S. CORE EQUITY 1 PORTFOLIO's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 2.20 Mil shares of JPMorgan Chase & Co(JPM), totaling $538.58 Mil. This investment constitutes 1.67% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.08% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. In addition, there have been 3 sales at an average price of $99.18 for 559,013.00 shares. Based on historical transaction data and JPM's current price of $285.82, U.S. CORE EQUITY 1 PORTFOLIO's estimated gain on his JPM holdings is $367.52 Mil, reflecting a 115.86% gain to date.

U.S. CORE EQUITY 1 PORTFOLIO JPM ($285.82) Holding Chart

U.S. CORE EQUITY 1 PORTFOLIO JPM ($285.82) 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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