Focused Large Cap Value Fund JPM Holdings History
Focused Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Focused Large Cap Value Fund held 468,301.00 shares of JPMorgan Chase & Co(JPM), totaling $114.87 Mil. This investment constitutes 3.92% of their stock portfolio, and Focused Large Cap Value Fund now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Focused Large Cap Value Fund has made 10 purchases of JPM, at an average price of $137.99, for a total of 1.08 Mil shares. In addition, there have been 11 sales at an average price of $139.17 for 616,059.00 shares. Based on historical transaction data and JPM's current price of $289.06, Focused Large Cap Value Fund's estimated gain on his JPM holdings is $71.48 Mil, reflecting a 47.77% gain to date.
Focused Large Cap Value Fund JPM ($289.06) Holding Chart
Focused Large Cap Value Fund JPM ($289.06) 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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