Blue Chip Fund JPM Holdings History

Number of Shares
76,995.00
Current Holdings Value*
$8.05 Mil
% of Portfolio
3.95%
Total Estimate Gain
$14.70 Mil
% of Total Estimate Gain
78.01%

Blue Chip Fund's JPMorgan Chase & Co Holding Summary

As of 2022-09-30, BRIDGEWAY FUNDS INC held 76,995.00 shares of JPMorgan Chase & Co(JPM), totaling $8.05 Mil. This investment constitutes 3.95% of their stock portfolio, and BRIDGEWAY FUNDS INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Blue Chip Fund has made 1 purchases of JPM, at an average price of $112.81, for a total of 166,995.00 shares. In addition, there have been 8 sales at an average price of $128.33 for 90,000.00 shares. Based on historical transaction data and JPM's current price of $285.54, Blue Chip Fund's estimated gain on his JPM holdings is $14.70 Mil, reflecting a 78.01% gain to date.

Blue Chip Fund JPM ($285.54) Holding Chart

Blue Chip Fund JPM ($285.54) 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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