U.S. CORE EQUITY 1 PORTFOLIO JPM Holdings History
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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