Becker Value Equity Fund JPM Holdings History
Becker Value Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, PROFESSIONALLY MANAGED PORTFOLIOS held 12,815.00 shares of JPMorgan Chase & Co(JPM), totaling $3.13 Mil. This investment constitutes 3.53% of their stock portfolio, and PROFESSIONALLY MANAGED PORTFOLIOS now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q2. And since then Becker Value Equity Fund has made 1 purchases of JPM, at an average price of $108.70, for a total of 44,410.00 shares. In addition, there have been 6 sales at an average price of $140.92 for 31,595.00 shares. Based on historical transaction data and JPM's current price of $285.90, Becker Value Equity Fund's estimated gain on his JPM holdings is $3.29 Mil, reflecting a 68.14% gain to date.
Becker Value Equity Fund JPM ($285.90) Holding Chart
Becker Value Equity Fund JPM ($285.90) 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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