Number of Shares
96,524.00
Current Holdings Value*
$23.61 Mil
% of Portfolio
1.33%
Total Estimate Gain
$13.30 Mil
% of Total Estimate Gain
71.64%

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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