Number of Shares
477,755.00
Current Holdings Value*
$116.87 Mil
% of Portfolio
5.41%
Total Estimate Gain
$108.32 Mil
% of Total Estimate Gain
94.35%

ClearBridge Large Cap Value Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, LEGG MASON PARTNERS EQUITY TRUST held 477,755.00 shares of JPMorgan Chase & Co(JPM), totaling $116.87 Mil. This investment constitutes 5.41% of their stock portfolio, and LEGG MASON PARTNERS EQUITY TRUST now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then ClearBridge Large Cap Value Fund has made 4 purchases of JPM, at an average price of $124.33, for a total of 923,479.00 shares. In addition, there have been 10 sales at an average price of $194.26 for 445,724.00 shares. Based on historical transaction data and JPM's current price of $285.82, ClearBridge Large Cap Value Fund's estimated gain on his JPM holdings is $108.32 Mil, reflecting a 94.35% gain to date.

ClearBridge Large Cap Value Fund JPM ($285.82) Holding Chart

ClearBridge Large Cap Value Fund JPM ($285.82) 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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