Number of Shares
13,587.00
Current Holdings Value*
$3.33 Mil
% of Portfolio
1.88%
Total Estimate Gain
$8.70 Mil
% of Total Estimate Gain
53.38%

BNY Mellon Large Cap Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, BNY Mellon Investment Funds V, Inc. held 13,587.00 shares of JPMorgan Chase & Co(JPM), totaling $3.33 Mil. This investment constitutes 1.88% of their stock portfolio, and BNY Mellon Investment Funds V, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then BNY Mellon Large Cap Equity Fund has made 2 purchases of JPM, at an average price of $111.64, for a total of 146,066.00 shares. In addition, there have been 17 sales at an average price of $158.40 for 132,479.00 shares. Based on historical transaction data and JPM's current price of $296.37, BNY Mellon Large Cap Equity Fund's estimated gain on his JPM holdings is $8.70 Mil, reflecting a 53.38% gain to date.

BNY Mellon Large Cap Equity Fund JPM ($296.37) Holding Chart

BNY Mellon Large Cap Equity Fund JPM ($296.37) 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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