Number of Shares
482,178.00
Current Holdings Value*
$117.95 Mil
% of Portfolio
1.68%
Total Estimate Gain
$54.38 Mil
% of Total Estimate Gain
52.66%

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 $295.71, U.S. Sustainability Core 1 Portfolio's estimated gain on his JPM holdings is $54.38 Mil, reflecting a 52.66% gain to date.

U.S. Sustainability Core 1 Portfolio JPM ($295.71) Holding Chart

U.S. Sustainability Core 1 Portfolio JPM ($295.71) 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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