U.S. LARGE COMPANY PORTFOLIO JPM Holdings History
U.S. LARGE COMPANY PORTFOLIO's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, DIMENSIONAL INVESTMENT GROUP INC held 684,897.00 shares of JPMorgan Chase & Co(JPM), totaling $167.54 Mil. This investment constitutes 1.45% of their stock portfolio, and DIMENSIONAL INVESTMENT GROUP INC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. In addition, there have been 14 sales at an average price of $175.89 for 254,322.00 shares. Based on historical transaction data and JPM's current price of $296.29, U.S. LARGE COMPANY PORTFOLIO's estimated gain on his JPM holdings is $95.76 Mil, reflecting a 63.04% gain to date.
U.S. LARGE COMPANY PORTFOLIO JPM ($296.29) Holding Chart
U.S. LARGE COMPANY PORTFOLIO JPM ($296.29) 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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