Number of Shares
219,172.00
Current Holdings Value*
$53.76 Mil
% of Portfolio
3.07%
Total Estimate Gain
$20.46 Mil
% of Total Estimate Gain
18.22%

Bahl and Gaynor Income Growth Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Bahl and Gaynor Income Growth Fund held 219,172.00 shares of JPMorgan Chase & Co(JPM), totaling $53.76 Mil. This investment constitutes 3.07% of their stock portfolio, and Bahl and Gaynor Income Growth Fund now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q1. And since then Bahl and Gaynor Income Growth Fund has made 6 purchases of JPM, at an average price of $141.48, for a total of 793,697.00 shares. In addition, there have been 5 sales at an average price of $121.63 for 574,525.00 shares. Based on historical transaction data and JPM's current price of $286.86, Bahl and Gaynor Income Growth Fund's estimated gain on his JPM holdings is $20.46 Mil, reflecting a 18.22% gain to date.

Bahl and Gaynor Income Growth Fund JPM ($286.86) Holding Chart

Bahl and Gaynor Income Growth Fund JPM ($286.86) 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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