Copeland Dividend Growth Fund JPM Holdings History
Copeland Dividend Growth Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, Copeland Dividend Growth Fund held 2,099.00 shares of JPMorgan Chase & Co(JPM), totaling $555,500.00. This investment constitutes 1.69% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q2. And since then Copeland Dividend Growth Fund has made 3 purchases of JPM, at an average price of $117.89, for a total of 13,065.00 shares. In addition, there have been 9 sales at an average price of $127.52 for 10,966.00 shares. Based on historical transaction data and JPM's current price of $296.55, Copeland Dividend Growth Fund's estimated gain on his JPM holdings is $480,695.23, reflecting a 31.21% gain to date.
Copeland Dividend Growth Fund JPM ($296.55) Holding Chart
Copeland Dividend Growth Fund JPM ($296.55) 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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