Catholic Values Equity Fund JPM Holdings History
Catholic Values Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, SEI Catholic Values Trust held 17,418.00 shares of JPMorgan Chase & Co(JPM), totaling $4.61 Mil. This investment constitutes 1.21% of their stock portfolio, and SEI Catholic Values Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. And since then Catholic Values Equity Fund has made 5 purchases of JPM, at an average price of $176.17, for a total of 20,468.00 shares. In addition, there have been 3 sales at an average price of $150.89 for 3,050.00 shares. Based on historical transaction data and JPM's current price of $288.75, Catholic Values Equity Fund's estimated gain on his JPM holdings is $1.88 Mil, reflecting a 52.25% gain to date.
Catholic Values Equity Fund JPM ($288.75) Holding Chart
Catholic Values Equity Fund JPM ($288.75) 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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