Position history for DIMENSIONAL FUND ADVISORS LP's holdings in JPMORGAN CHASE & CO
DIMENSIONAL FUND ADVISORS LP holds 19M shares of JPM (JPMORGAN CHASE & CO), worth $5.6B as of 2026-Q1. The position was increased (+3.3% shares). JPM represents 1.2% of DIMENSIONAL FUND ADVISORS LP's portfolio.
Current Value
$5.6B
Current Shares
19M
Total Value Change
+$988.4M
Total Shares Change
-3.7M
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 19M |
+3.3% |
| $5.6B |
| 1.2% |
| $300.26 |
52 |
| 2025-Q4 | Decreased | 18.4M | -1.8% | $5.9B | 1.2% | $321.97 | 0 |
| 2025-Q3 | Decreased | 18.7M | -3.0% | $5.9B | 1.3% | $312.75 | 0 |
| 2025-Q2 | Decreased | 19.3M | -4.1% | $5.6B | 1.3% | $283.07 | 0 |
| 2025-Q1 | Decreased | 20.1M | -5.6% | $4.9B | 1.2% | $237.97 | 0 |
| 2024-Q4 | Decreased | 21.3M | -2.6% | $5.1B | 1.2% | $233.31 | 0 |
| 2024-Q3 | Decreased | 21.9M | -3.7% | $4.6B | 1.1% | $203.96 | 0 |
| 2024-Q2 | Increased | 22.7M | +4.8% | $4.6B | 1.2% | $194.90 | 53 |