Disciplined Value Series JPM Holdings History
Disciplined Value Series's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, MANNING & NAPIER FUND, INC. held 22,154.00 shares of JPMorgan Chase & Co(JPM), totaling $5.42 Mil. This investment constitutes 3.9% of their stock portfolio, and MANNING & NAPIER FUND, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Disciplined Value Series has made 3 purchases of JPM, at an average price of $120.92, for a total of 131,757.00 shares. In addition, there have been 14 sales at an average price of $163.93 for 109,603.00 shares. Based on historical transaction data and JPM's current price of $290.97, Disciplined Value Series's estimated gain on his JPM holdings is $8.48 Mil, reflecting a 53.24% gain to date.
Disciplined Value Series JPM ($290.97) Holding Chart
Disciplined Value Series JPM ($290.97) 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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