Number of Shares
79,352.00
Current Holdings Value*
$21.00 Mil
% of Portfolio
4.5%
Total Estimate Gain
$10.79 Mil
% of Total Estimate Gain
70.81%

BNY Mellon Sustainable U.S. Equity Fund, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-02-28, BNY Mellon Sustainable U.S. Equity Fund, Inc. held 79,352.00 shares of JPMorgan Chase & Co(JPM), totaling $21.00 Mil. This investment constitutes 4.5% of their stock portfolio, and BNY Mellon Sustainable U.S. Equity Fund, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q2. And since then BNY Mellon Sustainable U.S. Equity Fund, Inc. has made 4 purchases of JPM, at an average price of $154.73, for a total of 98,456.00 shares. In addition, there have been 9 sales at an average price of $152.21 for 19,104.00 shares. Based on historical transaction data and JPM's current price of $291.27, BNY Mellon Sustainable U.S. Equity Fund, Inc.'s estimated gain on his JPM holdings is $10.79 Mil, reflecting a 70.81% gain to date.

BNY Mellon Sustainable U.S. Equity Fund, Inc. JPM ($291.27) Holding Chart

BNY Mellon Sustainable U.S. Equity Fund, Inc. JPM ($291.27) 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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