Boyar Value Fund JPM Holdings History
Number of Shares
6,060.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
7.96%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
115.93%
Boyar Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Boyar Value Fund held 6,060.00 shares of JPMorgan Chase & Co(JPM), totaling $1.49 Mil. This investment constitutes 7.96% of their stock portfolio, and Boyar Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. In addition, there have been 3 sales at an average price of $230.33 for 4,690.00 shares. Based on historical transaction data and JPM's current price of $287.11, Boyar Value Fund's estimated gain on his JPM holdings is $1.51 Mil, reflecting a 115.93% gain to date.
Boyar Value Fund JPM ($287.11) Holding Chart
Boyar Value Fund JPM ($287.11) 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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