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DIMENSIONAL FUND ADVISORS LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on JPM, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 19,418,112 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,418,112 shares
    Change vs previous 13F +449,228 shares

    1.15% of the 13F portfolio, value $6,356,573,729.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,968,884 shares
    Change vs previous 13F +607,288 shares

    1.16% of the 13F portfolio, value $5,578,787,601.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,361,596 shares
    Change vs previous 13F -331,475 shares

    1.24% of the 13F portfolio, value $5,916,635,227.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,693,071 shares
    Change vs previous 13F -587,251 shares

    1.27% of the 13F portfolio, value $5,896,361,680.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,280,322 shares
    Change vs previous 13F -818,451 shares

    1.29% of the 13F portfolio, value $5,589,402,489.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,098,773 shares
    Change vs previous 13F -1,193,576 shares

    1.23% of the 13F portfolio, value $4,929,516,908.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,292,349 shares
    Change vs previous 13F -560,532 shares

    1.23% of the 13F portfolio, value $5,104,003,614.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,852,881 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $4,607,663,722.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).