DFA Tax-Managed US Marketwide Value II shares owned by Jpmorgan Chase & Co
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Jpmorgan Chase & Co
from 13F filings
Historical chart of Jpmorgan Chase & Co investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Jpmorgan Chase & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Jpmorgan Chase & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 228k | 41.69 |
| 2024-06-30 | $9.4M | 241k | 39.27 |
| 2024-03-31 | $8.0M | 194k | 40.90 |
| 2023-12-31 | $7.1M | 190k | 37.17 |
| 2023-09-30 | $3.5M | 102k | 34.02 |
| 2023-06-30 | $2.1M | 62k | 34.50 |
| 2023-03-31 | $39k | 1.1k | 33.48 |
| 2022-12-31 | $922k | 28k | 33.49 |
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