Boston Trust Walden Balanced Fund JPM Holdings History
Boston Trust Walden Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Boston Trust Walden Balanced Fund held 17,685.00 shares of JPMorgan Chase & Co(JPM), totaling $4.34 Mil. This investment constitutes 4.22% of their stock portfolio, and Boston Trust Walden Balanced Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Boston Trust Walden Balanced Fund has made 2 purchases of JPM, at an average price of $120.05, for a total of 33,375.00 shares. In addition, there have been 6 sales at an average price of $175.35 for 15,690.00 shares. Based on historical transaction data and JPM's current price of $288.70, Boston Trust Walden Balanced Fund's estimated gain on his JPM holdings is $3.85 Mil, reflecting a 96.09% gain to date.
Boston Trust Walden Balanced Fund JPM ($288.70) Holding Chart
Boston Trust Walden Balanced Fund JPM ($288.70) 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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