JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

DIMENSIONAL FUND ADVISORS LP's Holding History (CIK: 0000354204)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,361,596 Value ($000) $5,916,635 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 18,693,071 Value ($000) $5,896,362 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 19,280,322 Value ($000) $5,589,402 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 20,098,773 Value ($000) $4,929,517 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 21,292,349 Value ($000) $5,104,004 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 21,852,881 Value ($000) $4,607,664 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 22,696,963 Value ($000) $4,590,412 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 21,656,369 Value ($000) $4,337,771 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 21,338,704 Value ($000) $3,629,757 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 20,643,202 Value ($000) $2,994,092 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 19,530,978 Value ($000) $2,840,429 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 19,872,942 Value ($000) $2,589,479 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 21,398,480 Value ($000) $2,869 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 21,084,558 Value ($000) $2,203,621 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 20,025,768 Value ($000) $2,255,246 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 19,360,635 Value ($000) $2,639,810 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 18,483,213 Value ($000) $2,926,785 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 19,391,994 Value ($000) $3,174,604 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 19,470,559 Value ($000) $3,028,193 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 20,357,122 Value ($000) $3,099,287 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 20,335,016 Value ($000) $2,583,735 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 20,594,267 Value ($000) $1,982,355 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 20,691,524 Value ($000) $1,946,028 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 20,956,628 Value ($000) $1,887,269 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 22,920,266 Value ($000) $3,194,957 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 23,193,573 Value ($000) $2,729,701 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 24,179,323 Value ($000) $2,702,715 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 23,166,440 Value ($000) $2,345,115 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 21,206,186 Value ($000) $2,070,119 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 22,667,097 Value ($000) $2,558,103 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 26,431,593 Value ($000) $2,754,427 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 27,769,367 Value ($000) $3,053,797 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 28,026,209 Value ($000) $2,997,450 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 28,708,114 Value ($000) $2,741,882 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 28,683,523 Value ($000) $2,621,677 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 28,507,217 Value ($000) $2,504,275 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 27,903,541 Value ($000) $2,407,756 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 27,563,476 Value ($000) $1,835,254 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 26,852,672 Value ($000) $1,668,461 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 25,316,719 Value ($000) $1,499,340 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 24,673,028 Value ($000) $1,629,271 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 24,495,859 Value ($000) $1,493,436 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 23,144,507 Value ($000) $1,568,273 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 22,952,418 Value ($000) $1,390,413 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 23,301,799 Value ($000) $1,458,398 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 22,221,661 Value ($000) $1,338,702 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 22,477,886 Value ($000) $1,295,114 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 20,923,883 Value ($000) $1,270,137 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 17,845,713 Value ($000) $1,043,478 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 17,160,881 Value ($000) $887,038 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 15,174,721 Value ($000) $801,203 Avg Close $36.24 Range $32.83 - $39.86