Number of Shares
2.68 Mil
Current Holdings Value*
$656.79 Mil
% of Portfolio
4.17%
Total Estimate Gain
$684.47 Mil
% of Total Estimate Gain
101.70%

Disciplined Value Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Disciplined Value Fund held 2.68 Mil shares of JPMorgan Chase & Co(JPM), totaling $656.79 Mil. This investment constitutes 4.17% of their stock portfolio, and Disciplined Value Fund now holds 0.1% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Disciplined Value Fund has made 6 purchases of JPM, at an average price of $112.09, for a total of 6.00 Mil shares. In addition, there have been 7 sales at an average price of $172.45 for 3.33 Mil shares. Based on historical transaction data and JPM's current price of $292.74, Disciplined Value Fund's estimated gain on his JPM holdings is $684.47 Mil, reflecting a 101.70% gain to date.

Disciplined Value Fund JPM ($292.74) Holding Chart

Disciplined Value Fund JPM ($292.74) 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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