Balanced Fund JPM Holdings History

Number of Shares
569,706.00
Current Holdings Value*
$139.36 Mil
% of Portfolio
4.34%
Total Estimate Gain
$101.15 Mil
% of Total Estimate Gain
123.40%

Balanced Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, JOHN HANCOCK INVESTMENT TRUST held 569,706.00 shares of JPMorgan Chase & Co(JPM), totaling $139.36 Mil. This investment constitutes 4.34% of their stock portfolio, and JOHN HANCOCK INVESTMENT TRUST now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Balanced Fund has made 5 purchases of JPM, at an average price of $121.07, for a total of 677,038.00 shares. In addition, there have been 5 sales at an average price of $160.05 for 107,332.00 shares. Based on historical transaction data and JPM's current price of $291.27, Balanced Fund's estimated gain on his JPM holdings is $101.15 Mil, reflecting a 123.40% gain to date.

Balanced Fund JPM ($291.27) Holding Chart

Balanced Fund 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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