Dimensional Fund Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59B | Sell |
19,280,322
-818,451
| -4% | -$237M | 1.29% | 6 |
|
|
2025
Q1 | $4.93B | Sell |
20,098,773
-1,193,576
| -6% | -$293M | 1.23% | 6 |
|
|
2024
Q4 | $5.1B | Sell |
21,292,349
-560,532
| -3% | -$134M | 1.23% | 6 |
|
|
2024
Q3 | $4.61B | Sell |
21,852,881
-844,082
| -4% | -$178M | 1.12% | 6 |
|
|
2024
Q2 | $4.59B | Buy |
22,696,963
+1,040,594
| +5% | +$210M | 1.2% | 5 |
|
|
2024
Q1 | $4.34B | Buy |
21,656,369
+317,665
| +1% | +$63.6M | 1.17% | 5 |
|
|
2023
Q4 | $3.63B | Buy |
21,338,704
+695,502
| +3% | +$118M | 1.06% | 4 |
|
|
2023
Q3 | $2.99B | Buy |
20,643,202
+1,112,224
| +6% | +$161M | 0.98% | 5 |
|
|
2023
Q2 | $2.84B | Sell |
19,530,978
-341,964
| -2% | -$49.7M | 0.91% | 6 |
|
|
2023
Q1 | $2.59B | Sell |
19,872,942
-1,525,538
| -7% | -$199M | 0.87% | 4 |
|
|
2022
Q4 | $2.87M | Buy |
21,398,480
+313,922
| +1% | +$42.1K | 0.85% | 11 |
|
|
2022
Q3 | $2.2B | Buy |
21,084,558
+1,058,790
| +5% | +$111M | 0.85% | 5 |
|
|
2022
Q2 | $2.26B | Buy |
20,025,768
+665,133
| +3% | +$74.9M | 0.81% | 4 |
|
|
2022
Q1 | $2.64B | Buy |
19,360,635
+877,422
| +5% | +$120M | 0.81% | 4 |
|
|
2021
Q4 | $2.93B | Sell |
18,483,213
-908,781
| -5% | -$144M | 0.88% | 4 |
|
|
2021
Q3 | $3.17B | Sell |
19,391,994
-78,565
| -0.4% | -$12.9M | 1.02% | 4 |
|
|
2021
Q2 | $3.03B | Sell |
19,470,559
-886,563
| -4% | -$138M | 0.96% | 4 |
|
|
2021
Q1 | $3.1B | Buy |
20,357,122
+22,106
| +0.1% | +$3.37M | 1.03% | 4 |
|
|
2020
Q4 | $2.58B | Sell |
20,335,016
-259,251
| -1% | -$32.9M | 0.93% | 4 |
|
|
2020
Q3 | $1.98B | Sell |
20,594,267
-97,257
| -0.5% | -$9.36M | 0.84% | 6 |
|
|
2020
Q2 | $1.95B | Sell |
20,691,524
-265,104
| -1% | -$24.9M | 0.86% | 6 |
|
|
2020
Q1 | $1.89B | Sell |
20,956,628
-1,963,638
| -9% | -$177M | 0.98% | 6 |
|
|
2019
Q4 | $3.19B | Sell |
22,920,266
-273,307
| -1% | -$38.1M | 1.16% | 3 |
|
|
2019
Q3 | $2.73B | Sell |
23,193,573
-985,750
| -4% | -$116M | 1.06% | 4 |
|
|
2019
Q2 | $2.7B | Buy |
24,179,323
+1,012,883
| +4% | +$113M | 1.05% | 3 |
|
|
2019
Q1 | $2.35B | Buy |
23,166,440
+1,960,254
| +9% | +$198M | 0.93% | 6 |
|
|
2018
Q4 | $2.07B | Sell |
21,206,186
-1,460,911
| -6% | -$143M | 0.94% | 7 |
|
|
2018
Q3 | $2.56B | Sell |
22,667,097
-3,764,496
| -14% | -$425M | 0.97% | 4 |
|
|
2018
Q2 | $2.75B | Sell |
26,431,593
-1,337,774
| -5% | -$139M | 1.1% | 2 |
|
|
2018
Q1 | $3.05B | Sell |
27,769,367
-256,842
| -0.9% | -$28.2M | 1.27% | 1 |
|
|
2017
Q4 | $3B | Sell |
28,026,209
-681,905
| -2% | -$72.9M | 1.24% | 1 |
|
|
2017
Q3 | $2.74B | Buy |
28,708,114
+24,591
| +0.1% | +$2.35M | 1.2% | 1 |
|
|
2017
Q2 | $2.62B | Buy |
28,683,523
+176,306
| +0.6% | +$16.1M | 1.21% | 1 |
|
|
2017
Q1 | $2.5B | Buy |
28,507,217
+603,676
| +2% | +$53M | 1.2% | 2 |
|
|
2016
Q4 | $2.41B | Buy |
27,903,541
+340,065
| +1% | +$29.3M | 1.2% | 2 |
|
|
2016
Q3 | $1.84B | Buy |
27,563,476
+710,804
| +3% | +$47.3M | 0.99% | 4 |
|
|
2016
Q2 | $1.67B | Buy |
26,852,672
+1,535,953
| +6% | +$95.4M | 0.96% | 4 |
|
|
2016
Q1 | $1.5B | Buy |
25,316,719
+643,691
| +3% | +$38.1M | 0.9% | 5 |
|
|
2015
Q4 | $1.63B | Buy |
24,673,028
+177,169
| +0.7% | +$11.7M | 1.02% | 3 |
|
|
2015
Q3 | $1.49B | Buy |
24,495,859
+1,351,352
| +6% | +$82.4M | 0.98% | 3 |
|
|
2015
Q2 | $1.57B | Buy |
23,144,507
+192,089
| +0.8% | +$13M | 0.96% | 4 |
|
|
2015
Q1 | $1.39B | Sell |
22,952,418
-349,381
| -1% | -$21.2M | 0.88% | 5 |
|
|
2014
Q4 | $1.46B | Buy |
23,301,799
+1,080,138
| +5% | +$67.6M | 0.96% | 3 |
|
|
2014
Q3 | $1.34B | Sell |
22,221,661
-256,225
| -1% | -$15.4M | 0.95% | 4 |
|
|
2014
Q2 | $1.3B | Buy |
22,477,886
+1,554,003
| +7% | +$89.5M | 0.9% | 4 |
|
|
2014
Q1 | $1.27B | Buy |
20,923,883
+3,078,170
| +17% | +$187M | 0.95% | 2 |
|
|
2013
Q4 | $1.04B | Buy |
17,845,713
+684,832
| +4% | +$40M | 0.81% | 6 |
|
|
2013
Q3 | $887M | Buy |
17,160,881
+1,986,160
| +13% | +$103M | 0.77% | 7 |
|
|
2013
Q2 | $801M | Buy |
+15,174,721
| New | +$801M | 0.75% | 7 |
|