Disciplined Value Fund JPM Holdings History
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 $296.76, Disciplined Value Fund's estimated gain on his JPM holdings is $695.23 Mil, reflecting a 103.30% gain to date.
Disciplined Value Fund JPM ($296.76) Holding Chart
Disciplined Value Fund JPM ($296.76) 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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