Disciplined Core Value Fund JPM Holdings History
Disciplined Core Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Disciplined Core Value Fund held 314,257.00 shares of JPMorgan Chase & Co(JPM), totaling $77.09 Mil. This investment constitutes 4.14% of their stock portfolio, and Disciplined Core Value Fund now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Disciplined Core Value Fund has made 8 purchases of JPM, at an average price of $119.28, for a total of 1.18 Mil shares. In addition, there have been 10 sales at an average price of $143.88 for 867,925.00 shares. Based on historical transaction data and JPM's current price of $291.27, Disciplined Core Value Fund's estimated gain on his JPM holdings is $75.40 Mil, reflecting a 53.47% gain to date.
Disciplined Core Value Fund JPM ($291.27) Holding Chart
Disciplined Core Value Fund JPM ($291.27) 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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