Dimensional Fund Advisors LP Jpmorgan Chase & CO Transaction History

Dimensional Fund Advisors LP

$403 Billion
Q3 2024

A detailed history of Dimensional Fund Advisors LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 21,852,881 shares of JPM stock, worth $5.19 Billion. This represents 1.14% of its overall portfolio holdings.

Number of Shares

21,852,881

Previous 22,696,963 3.72%

Holding current value

$5.19 Billion

Previous $4.59 Billion 0.34%

% of portfolio

1.14%

Previous 1.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$194.9 - $224.8 $165 Million - $190 Million	-844,082 Reduced 3.72%	21,852,881 $4.61 Billion
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $187 Million - $213 Million	1,040,594 Added 4.81%	22,696,963 $4.59 Billion
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $53.1 Million - $63.6 Million	317,665 Added 1.49%	21,656,369 $4.34 Billion
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $94.4 Million - $118 Million	695,502 Added 3.37%	21,338,704 $3.63 Billion
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $159 Million - $176 Million	1,112,224 Added 5.69%	20,643,202 $2.99 Billion
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $43.6 Million - $49.7 Million	-341,964 Reduced 1.72%	19,530,978 $2.84 Billion
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $191 Million - $219 Million	-1,525,538 Reduced 7.13%	19,872,942 $2.59 Billion
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $32 Million - $43.3 Million	313,922 Added 1.49%	21,398,480 $2.87 Billion
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $21.9 Million - $128 Million	1,058,790 Added 5.29%	21,084,558 $2.2 Billion
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $74.9 Million - $90.4 Million	665,133 Added 3.44%	20,025,768 $2.26 Billion
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $113 Million - $148 Million	877,422 Added 4.75%	19,360,635 $2.64 Billion
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $140 Million - $156 Million	-908,781 Reduced 4.69%	18,483,213 $2.93 Billion
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $11.5 Million - $13.1 Million	-78,565 Reduced 0.4%	19,391,994 $3.17 Billion
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $131 Million - $148 Million	-886,563 Reduced 4.36%	19,470,559 $3.03 Billion
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $2.78 Million - $3.49 Million	22,106 Added 0.11%	20,357,122 $3.1 Billion
Q4 2020 Feb 25, 2021	BUY	$96.54 - $127.07 $1.96 Billion - $2.58 Billion	20,335,016 New	20,335,016 $2.58 Billion

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Dimensional Fund Advisors LP Jpmorgan Chase & CO Transaction History