Applied Finance Dividend Fund JPM Holdings History
Applied Finance Dividend Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, Applied Finance Dividend Fund held 3,041.00 shares of JPMorgan Chase & Co(JPM), totaling $743,890.00. This investment constitutes 2.96% of their stock portfolio, and Applied Finance Dividend Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then Applied Finance Dividend Fund has made 3 purchases of JPM, at an average price of $137.36, for a total of 8,313.00 shares. In addition, there have been 6 sales at an average price of $156.32 for 5,272.00 shares. Based on historical transaction data and JPM's current price of $289.90, Applied Finance Dividend Fund's estimated gain on his JPM holdings is $563,797.64, reflecting a 49.37% gain to date.
Applied Finance Dividend Fund JPM ($289.90) Holding Chart
Applied Finance Dividend Fund JPM ($289.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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