U.S. Sustainability Core 1 Portfolio JPM Holdings History
U.S. Sustainability Core 1 Portfolio's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 482,178.00 shares of JPMorgan Chase & Co(JPM), totaling $117.95 Mil. This investment constitutes 1.68% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then U.S. Sustainability Core 1 Portfolio has made 5 purchases of JPM, at an average price of $173.03, for a total of 596,849.00 shares. In addition, there have been 5 sales at an average price of $131.43 for 114,671.00 shares. Based on historical transaction data and JPM's current price of $298.76, U.S. Sustainability Core 1 Portfolio's estimated gain on his JPM holdings is $55.85 Mil, reflecting a 54.08% gain to date.
U.S. Sustainability Core 1 Portfolio JPM ($298.76) Holding Chart
U.S. Sustainability Core 1 Portfolio JPM ($298.76) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
