Number of Shares
75,000.00
Current Holdings Value*
$18.40 Mil
% of Portfolio
4.63%
Total Estimate Gain
$14.53 Mil
% of Total Estimate Gain
97.49%

Boston Trust Asset Management Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, BOSTON TRUST WALDEN FUNDS held 75,000.00 shares of JPMorgan Chase & Co(JPM), totaling $18.40 Mil. This investment constitutes 4.63% of their stock portfolio, and BOSTON TRUST WALDEN FUNDS now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Boston Trust Asset Management Fund has made 3 purchases of JPM, at an average price of $116.65, for a total of 127,750.00 shares. In addition, there have been 5 sales at an average price of $148.47 for 52,750.00 shares. Based on historical transaction data and JPM's current price of $288.00, Boston Trust Asset Management Fund's estimated gain on his JPM holdings is $14.53 Mil, reflecting a 97.49% gain to date.

Boston Trust Asset Management Fund JPM ($288.00) Holding Chart

Boston Trust Asset Management Fund JPM ($288.00) 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 %

Top Ranked Articles

  • 1