U.S. Social Core Equity 2 Portfolio JPM Holdings History
U.S. Social Core Equity 2 Portfolio's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 96,524.00 shares of JPMorgan Chase & Co(JPM), totaling $23.61 Mil. This investment constitutes 1.33% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then U.S. Social Core Equity 2 Portfolio has made 1 purchases of JPM, at an average price of $159.96, for a total of 116,050.00 shares. In addition, there have been 2 sales at an average price of $233.88 for 19,526.00 shares. Based on historical transaction data and JPM's current price of $282.78, U.S. Social Core Equity 2 Portfolio's estimated gain on his JPM holdings is $13.30 Mil, reflecting a 71.64% gain to date.
U.S. Social Core Equity 2 Portfolio JPM ($282.78) Holding Chart
U.S. Social Core Equity 2 Portfolio JPM ($282.78) 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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