Number of Shares
45,890.00
Current Holdings Value*
$11.26 Mil
% of Portfolio
4.61%
Total Estimate Gain
$9.06 Mil
% of Total Estimate Gain
104.03%

Boston Trust Walden Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Boston Trust Walden Equity Fund held 45,890.00 shares of JPMorgan Chase & Co(JPM), totaling $11.26 Mil. This investment constitutes 4.61% of their stock portfolio, and Boston Trust Walden Equity 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 Equity Fund has made 5 purchases of JPM, at an average price of $120.20, for a total of 72,415.00 shares. In addition, there have been 14 sales at an average price of $156.52 for 26,525.00 shares. Based on historical transaction data and JPM's current price of $296.55, Boston Trust Walden Equity Fund's estimated gain on his JPM holdings is $9.06 Mil, reflecting a 104.03% gain to date.

Boston Trust Walden Equity Fund JPM ($296.55) Holding Chart

Boston Trust Walden Equity Fund JPM ($296.55) 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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