Number of Shares
716,500.00
Current Holdings Value*
$175.27 Mil
% of Portfolio
5.34%
Total Estimate Gain
$158.96 Mil
% of Total Estimate Gain
118.23%

FRANKLIN EQUITY INCOME FUND's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, FRANKLIN INVESTORS SECURITIES TRUST held 716,500.00 shares of JPMorgan Chase & Co(JPM), totaling $175.27 Mil. This investment constitutes 5.34% of their stock portfolio, and FRANKLIN INVESTORS SECURITIES TRUST now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then FRANKLIN EQUITY INCOME FUND has made 9 purchases of JPM, at an average price of $116.56, for a total of 1.15 Mil shares. In addition, there have been 12 sales at an average price of $192.73 for 437,000.00 shares. Based on historical transaction data and JPM's current price of $291.97, FRANKLIN EQUITY INCOME FUND's estimated gain on his JPM holdings is $158.96 Mil, reflecting a 118.23% gain to date.

FRANKLIN EQUITY INCOME FUND JPM ($291.97) Holding Chart

FRANKLIN EQUITY INCOME FUND JPM ($291.97) 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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