CornerCap Balanced Fund JPM Holdings History
Number of Shares
1,265.00
Current Holdings Value*
$160,740.00
% of Portfolio
1.34%
Total Estimate Gain
$220,755.15
% of Total Estimate Gain
143.64%
CornerCap Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2020-12-31, CORNERCAP GROUP OF FUNDS /VA/ held 1,265.00 shares of JPMorgan Chase & Co(JPM), totaling $160,740.00. This investment constitutes 1.34% of their stock portfolio, and CORNERCAP GROUP OF FUNDS /VA/ now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. Based on historical transaction data and JPM's current price of $296.00, CornerCap Balanced Fund's estimated gain on his JPM holdings is $220,755.15, reflecting a 143.64% gain to date.
CornerCap Balanced Fund JPM ($296.00) Holding Chart
CornerCap Balanced Fund JPM ($296.00) 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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