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JPM
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
19M
+3.3%
$5.6B1.2%$300.26
52
2025-Q4
Decreased
18.4M
-1.8%
$5.9B1.2%$321.97
0
2025-Q3
Decreased
18.7M
-3.0%
$5.9B1.3%$312.75
0
2025-Q2
Decreased
19.3M
-4.1%
$5.6B1.3%$283.07
0
2025-Q1
Decreased
20.1M
-5.6%
$4.9B1.2%$237.97
0
2024-Q4
Decreased
21.3M
-2.6%
$5.1B1.2%$233.31
0
2024-Q3
Decreased
21.9M
-3.7%
$4.6B1.1%$203.96
0
2024-Q2
Increased
22.7M
+4.8%
$4.6B1.2%$194.90
53

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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