Dunham Large Cap Value Fund JPM Holdings History
Dunham Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, Dunham Funds held 28,271.00 shares of JPMorgan Chase & Co(JPM), totaling $6.92 Mil. This investment constitutes 4% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Dunham Large Cap Value Fund has made 8 purchases of JPM, at an average price of $165.40, for a total of 41,015.00 shares. In addition, there have been 6 sales at an average price of $155.86 for 12,744.00 shares. Based on historical transaction data and JPM's current price of $289.90, Dunham Large Cap Value Fund's estimated gain on his JPM holdings is $3.40 Mil, reflecting a 50.09% gain to date.
Dunham Large Cap Value Fund JPM ($289.90) Holding Chart
Dunham Large Cap Value Fund JPM ($289.90) 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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