Number of Shares
327,356.00
Current Holdings Value*
$80.30 Mil
% of Portfolio
1.49%
Total Estimate Gain
$60.34 Mil
% of Total Estimate Gain
123.23%

Calvert U.S. Large Cap Core Responsible Index Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Calvert U.S. Large Cap Core Responsible Index Fund held 327,356.00 shares of JPMorgan Chase & Co(JPM), totaling $80.30 Mil. This investment constitutes 1.49% of their stock portfolio, and Calvert U.S. Large Cap Core Responsible Index Fund now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Calvert U.S. Large Cap Core Responsible Index Fund has made 11 purchases of JPM, at an average price of $117.57, for a total of 416,452.00 shares. In addition, there have been 9 sales at an average price of $161.02 for 89,096.00 shares. Based on historical transaction data and JPM's current price of $290.06, Calvert U.S. Large Cap Core Responsible Index Fund's estimated gain on his JPM holdings is $60.34 Mil, reflecting a 123.23% gain to date.

Calvert U.S. Large Cap Core Responsible Index Fund JPM ($290.06) Holding Chart

Calvert U.S. Large Cap Core Responsible Index Fund JPM ($290.06) 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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