Cullen Value Fund JPM Holdings History
Number of Shares
4,363.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
4.62%
Total Estimate Gain
$989,121.83
% of Total Estimate Gain
69.40%
Cullen Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, CULLEN FUNDS TRUST held 4,363.00 shares of JPMorgan Chase & Co(JPM), totaling $1.07 Mil. This investment constitutes 4.62% of their stock portfolio, and CULLEN FUNDS TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. In addition, there have been 5 sales at an average price of $138.45 for 8,237.00 shares. Based on historical transaction data and JPM's current price of $291.97, Cullen Value Fund's estimated gain on his JPM holdings is $989,121.83, reflecting a 69.40% gain to date.
Cullen Value Fund JPM ($291.97) Holding Chart
Cullen Value Fund JPM ($291.97) 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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