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DIMENSIONAL FUND ADVISORS LP → JPM-PM
DIMENSIONAL FUND ADVISORS LP JPM-PM Position History
JPM-PM
Quarters held
66
Latest value
$436K
Q3 2026
Peak value
$5.7B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.6M |
| Q3 2025 | $20K |
| Q3 2025 | $63K |
| Q3 2025 | $4K |
| Q3 2025 | $427K |
| Q3 2025 | $5.3B |
| Q3 2025 | $274.2M |
| Q3 2025 | $44.6M |
| Q3 2025 | $12.4M |
| Q3 2025 | $249.6M |
| Q4 2025 | $3.5M |
| Q4 2025 | $25K |
| Q4 2025 | $78K |
| Q4 2025 | $5K |
| Q4 2025 | $552K |
| Q4 2025 | $5.3B |
| Q4 2025 | $280.9M |
| Q4 2025 | $45.8M |
| Q4 2025 | $12.5M |
| Q4 2025 | $259.4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $86K |
| Q4 2025 | $108K |
| Q1 2026 | $8.4M |
| Q1 2026 | $61K |
| Q1 2026 | $111K |
| Q1 2026 | $7K |
| Q1 2026 | $749K |
| Q1 2026 | $5B |
| Q1 2026 | $258.6M |
| Q1 2026 | $41.2M |
| Q1 2026 | $11.7M |
| Q1 2026 | $251.3M |
| Q1 2026 | $4.8M |
| Q1 2026 | $117K |
| Q1 2026 | $47K |
| Q1 2026 | $231K |
| Q2 2026 | $24.9M |
| Q2 2026 | $602K |
| Q2 2026 | $199K |
| Q2 2026 | $32K |
| Q2 2026 | $1.2M |
| Q2 2026 | $5.7B |
| Q2 2026 | $287.7M |
| Q2 2026 | $48.4M |
| Q2 2026 | $12.9M |
| Q2 2026 | $295.5M |
| Q2 2026 | $13M |
| Q2 2026 | $200K |
| Q2 2026 | $74K |
| Q2 2026 | $468K |
| Q3 2026 | $84.3M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $113K |
| Q3 2026 | $4.6M |
| Q3 2026 | $5.6B |
| Q3 2026 | $271.3M |
| Q3 2026 | $49.9M |
| Q3 2026 | $13.1M |
| Q3 2026 | $303.2M |
| Q3 2026 | $11.5M |
| Q3 2026 | $240K |
| Q3 2026 | $60K |
| Q3 2026 | $18K |
| Q3 2026 | $436K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $436K | 39.8K | — | — |
| Q3 2026 | $18K | 1.7K | — | — |
| Q3 2026 | $60K | 5.3K | — | — |
| Q3 2026 | $240K | 21.9K | — | — |
| Q3 2026 | $11.5M | 1.05M | — | — |
| Q3 2026 | $303.2M | 916.4K | — | — |
| Q3 2026 | $13.1M | 39.7K | — | — |
| Q3 2026 | $49.9M | 148.5K | — | — |
| Q3 2026 | $271.3M | 820.0K | — | — |
| Q3 2026 | $5.6B | 16.99M | — | — |
| Q3 2026 | $4.6M | 307.7K | — | — |
| Q3 2026 | $113K | 7.6K | — | — |
| Q3 2026 | $1.3M | 89.7K | — | — |
| Q3 2026 | $2.1M | 143.7K | — | — |
| Q3 2026 | $84.3M | 5.69M | — | — |
| Q2 2026 | $468K | 32.6K | — | — |
| Q2 2026 | $74K | 5.3K | — | — |
| Q2 2026 | $200K | 13.9K | — | — |
| Q2 2026 | $13M | 906.9K | — | — |
| Q2 2026 | $295.5M | 902.6K | — | — |
| Q2 2026 | $12.9M | 39.5K | — | — |
| Q2 2026 | $48.4M | 146.5K | — | — |
| Q2 2026 | $287.7M | 879.0K | — | — |
| Q2 2026 | $5.7B | 17.45M | — | — |
| Q2 2026 | $1.2M | 283.1K | — | — |
| Q2 2026 | $32K | 7.6K | — | — |
| Q2 2026 | $199K | 47.4K | — | — |
| Q2 2026 | $602K | 144.8K | — | — |
| Q2 2026 | $24.9M | 5.98M | — | — |
| Q1 2026 | $231K | 24.8K | — | — |
| Q1 2026 | $47K | 5.3K | — | — |
| Q1 2026 | $117K | 12.5K | — | — |
| Q1 2026 | $4.8M | 512.2K | — | — |
| Q1 2026 | $251.3M | 854.4K | — | — |
| Q1 2026 | $11.7M | 39.7K | — | — |
| Q1 2026 | $41.2M | 143.7K | — | — |
| Q1 2026 | $258.6M | 879.2K | — | — |
| Q1 2026 | $5B | 17.05M | — | — |
| Q1 2026 | $749K | 213.5K | — | — |
| Q1 2026 | $7K | 2.0K | — | — |
| Q1 2026 | $111K | 32.8K | — | — |
| Q1 2026 | $61K | 17.4K | — | — |
| Q1 2026 | $8.4M | 2.38M | — | — |
| Q4 2025 | $108K | 12.1K | — | — |
| Q4 2025 | $86K | 9.5K | — | — |
| Q4 2025 | $1.2M | 132.8K | — | — |
| Q4 2025 | $259.4M | 805.1K | — | — |
| Q4 2025 | $12.5M | 38.7K | — | — |
| Q4 2025 | $45.8M | 141.6K | — | — |
| Q4 2025 | $280.9M | 871.7K | — | — |
| Q4 2025 | $5.3B | 16.50M | — | — |
| Q4 2025 | $552K | 202.3K | — | — |
| Q4 2025 | $5K | 2.0K | — | — |
| Q4 2025 | $78K | 28.4K | — | — |
| Q4 2025 | $25K | 9.3K | — | — |
| Q4 2025 | $3.5M | 1.30M | — | — |
| Q3 2025 | $249.6M | 791.3K | — | — |
| Q3 2025 | $12.4M | 39.2K | — | — |
| Q3 2025 | $44.6M | 141.3K | — | — |
| Q3 2025 | $274.2M | 869.3K | — | — |
| Q3 2025 | $5.3B | 16.85M | — | — |
| Q3 2025 | $427K | 196.9K | — | — |
| Q3 2025 | $4K | 2.0K | — | — |
| Q3 2025 | $63K | 28.4K | — | — |
| Q3 2025 | $20K | 9.3K | — | — |
| Q3 2025 | $5.6M | 2.59M | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B