Number of Shares
55,288.00
Current Holdings Value*
$13.56 Mil
% of Portfolio
3.99%
Total Estimate Gain
$8.29 Mil
% of Total Estimate Gain
79.64%

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

As of 2025-03-31, BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. held 55,288.00 shares of JPMorgan Chase & Co(JPM), totaling $13.56 Mil. This investment constitutes 3.99% of their stock portfolio, and BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, 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 Portfolio, Inc. has made 4 purchases of JPM, at an average price of $154.91, for a total of 67,169.00 shares. In addition, there have been 7 sales at an average price of $229.87 for 11,881.00 shares. Based on historical transaction data and JPM's current price of $288.70, BNY Mellon Sustainable U.S. Equity Portfolio, Inc.'s estimated gain on his JPM holdings is $8.29 Mil, reflecting a 79.64% gain to date.

BNY Mellon Sustainable U.S. Equity Portfolio, Inc. JPM ($288.70) Holding Chart

BNY Mellon Sustainable U.S. Equity Portfolio, Inc. JPM ($288.70) 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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