Number of Shares
39,413.00
Current Holdings Value*
$10.43 Mil
% of Portfolio
2.3%
Total Estimate Gain
$5.46 Mil
% of Total Estimate Gain
30.50%

Columbia Large Cap Enhanced Core Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, COLUMBIA FUNDS SERIES TRUST held 39,413.00 shares of JPMorgan Chase & Co(JPM), totaling $10.43 Mil. This investment constitutes 2.3% of their stock portfolio, and COLUMBIA FUNDS SERIES TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Columbia Large Cap Enhanced Core Fund has made 8 purchases of JPM, at an average price of $152.09, for a total of 117,738.00 shares. In addition, there have been 13 sales at an average price of $151.80 for 78,325.00 shares. Based on historical transaction data and JPM's current price of $291.27, Columbia Large Cap Enhanced Core Fund's estimated gain on his JPM holdings is $5.46 Mil, reflecting a 30.50% gain to date.

Columbia Large Cap Enhanced Core Fund JPM ($291.27) Holding Chart

Columbia Large Cap Enhanced Core Fund JPM ($291.27) 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 %

Top Ranked Articles

  • 1