JPMorgan Chase & Co. shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6B | 22M | 210.86 |
| 2024-06-30 | $4.6B | 23M | 202.26 |
| 2024-03-31 | $4.3B | 22M | 200.30 |
| 2023-12-31 | $3.6B | 21M | 170.10 |
| 2023-09-30 | $3.0B | 21M | 145.02 |
| 2023-06-30 | $2.8B | 20M | 145.44 |
| 2023-03-31 | $2.6B | 20M | 130.31 |
| 2022-12-31 | $2.9B | 21M | 134.10 |
| 2022-09-30 | $2.2B | 21M | 104.50 |
| 2022-06-30 | $2.3B | 20M | 112.61 |
| 2022-03-31 | $2.6B | 19M | 136.35 |
| 2021-12-31 | $2.9B | 19M | 158.35 |
| 2021-09-30 | $3.2B | 19M | 163.71 |
| 2021-06-30 | $3.0B | 20M | 155.53 |
| 2021-03-31 | $3.1B | 20M | 152.25 |
| 2020-12-31 | $2.6B | 20M | 127.06 |
| 2020-09-30 | $2.0B | 21M | 96.26 |
| 2020-06-30 | $1.9B | 21M | 94.05 |
| 2020-03-31 | $1.9B | 21M | 90.06 |
| 2019-12-31 | $3.2B | 23M | 139.39 |
| 2019-09-30 | $2.7B | 23M | 117.69 |
| 2019-06-30 | $2.7B | 24M | 111.78 |
| 2019-03-31 | $2.3B | 23M | 101.23 |
| 2018-12-31 | $2.1B | 21M | 97.62 |
| 2018-09-30 | $2.6B | 23M | 112.86 |
| 2018-06-30 | $2.8B | 26M | 104.21 |
| 2018-03-31 | $3.1B | 28M | 109.97 |
| 2017-12-31 | $3.0B | 28M | 106.95 |
| 2017-09-30 | $2.7B | 29M | 95.51 |
| 2017-06-30 | $2.6B | 29M | 91.40 |
| 2017-03-31 | $2.5B | 29M | 87.85 |
| 2016-12-31 | $2.4B | 28M | 86.29 |
| 2016-09-30 | $1.8B | 28M | 66.58 |
| 2016-06-30 | $1.7B | 27M | 62.13 |
| 2016-03-31 | $1.5B | 25M | 59.22 |
| 2015-12-31 | $1.6B | 25M | 66.03 |
| 2015-09-30 | $1.5B | 25M | 60.97 |
| 2015-03-31 | $1.4B | 23M | 60.58 |
| 2014-12-31 | $1.5B | 23M | 62.59 |
| 2014-09-30 | $1.3B | 22M | 60.24 |
| 2014-06-30 | $1.3B | 23M | 57.62 |
| 2014-03-31 | $1.3B | 21M | 60.70 |
| 2013-12-31 | $1.0B | 18M | 58.47 |
| 2013-09-30 | $887M | 17M | 51.69 |
| 2013-06-30 | $801M | 15M | 52.80 |