U.S. Large Cap Equity Portfolio JPM Holdings History
U.S. Large Cap Equity Portfolio's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 104,343.00 shares of JPMorgan Chase & Co(JPM), totaling $25.52 Mil. This investment constitutes 1.27% 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 2019Q4. And since then U.S. Large Cap Equity Portfolio has made 3 purchases of JPM, at an average price of $113.59, for a total of 195,137.00 shares. In addition, there have been 12 sales at an average price of $133.94 for 90,794.00 shares. Based on historical transaction data and JPM's current price of $291.97, U.S. Large Cap Equity Portfolio's estimated gain on his JPM holdings is $20.46 Mil, reflecting a 92.30% gain to date.
U.S. Large Cap Equity Portfolio JPM ($291.97) Holding Chart
U.S. Large Cap Equity Portfolio JPM ($291.97) 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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