Avantis U.S. Large Cap Value Fund JPM Holdings History
Number of Shares
40,159.00
Current Holdings Value*
$10.63 Mil
% of Portfolio
2.48%
Total Estimate Gain
$5.22 Mil
% of Total Estimate Gain
83.42%
Avantis U.S. Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, AMERICAN CENTURY ETF TRUST held 40,159.00 shares of JPMorgan Chase & Co(JPM), totaling $10.63 Mil. This investment constitutes 2.48% of their stock portfolio, and AMERICAN CENTURY ETF TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q3. And since then Avantis U.S. Large Cap Value Fund has made 5 purchases of JPM, at an average price of $155.83, for a total of 40,159.00 shares. Based on historical transaction data and JPM's current price of $285.82, Avantis U.S. Large Cap Value Fund's estimated gain on his JPM holdings is $5.22 Mil, reflecting a 83.42% gain to date.
Avantis U.S. Large Cap Value Fund JPM ($285.82) Holding Chart
Avantis U.S. Large Cap Value Fund JPM ($285.82) 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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