Davis Balanced Fund JPM Holdings History
Number of Shares
18,613.00
Current Holdings Value*
$4.57 Mil
% of Portfolio
2.3%
Total Estimate Gain
$4.75 Mil
% of Total Estimate Gain
125.50%
Davis Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Davis Balanced Fund held 18,613.00 shares of JPMorgan Chase & Co(JPM), totaling $4.57 Mil. This investment constitutes 2.3% of their stock portfolio, and Davis Balanced Fund 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 $215.29 for 14,880.00 shares. Based on historical transaction data and JPM's current price of $286.86, Davis Balanced Fund's estimated gain on his JPM holdings is $4.75 Mil, reflecting a 125.50% gain to date.
Davis Balanced Fund JPM ($286.86) Holding Chart
Davis Balanced Fund JPM ($286.86) 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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