Calvert U.S. Large Cap Value Responsible Index Fund JPM Holdings History
Calvert U.S. Large Cap Value Responsible Index Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Calvert U.S. Large Cap Value Responsible Index Fund held 307,454.00 shares of JPMorgan Chase & Co(JPM), totaling $75.42 Mil. This investment constitutes 4.28% of their stock portfolio, and Calvert U.S. Large Cap Value 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 Value Responsible Index Fund has made 13 purchases of JPM, at an average price of $125.57, for a total of 444,789.00 shares. In addition, there have been 9 sales at an average price of $191.07 for 137,335.00 shares. Based on historical transaction data and JPM's current price of $282.78, Calvert U.S. Large Cap Value Responsible Index Fund's estimated gain on his JPM holdings is $57.33 Mil, reflecting a 102.65% gain to date.
Calvert U.S. Large Cap Value Responsible Index Fund JPM ($282.78) Holding Chart
Calvert U.S. Large Cap Value Responsible Index Fund JPM ($282.78) 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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