GMO U.S. Opportunistic Value Fund JPM Holdings History
GMO U.S. Opportunistic Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, GMO U.S. Opportunistic Value Fund held 68,325.00 shares of JPMorgan Chase & Co(JPM), totaling $18.08 Mil. This investment constitutes 3.76% of their stock portfolio, and GMO U.S. Opportunistic Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q1. And since then GMO U.S. Opportunistic Value Fund has made 4 purchases of JPM, at an average price of $139.23, for a total of 127,313.00 shares. In addition, there have been 3 sales at an average price of $216.11 for 58,988.00 shares. Based on historical transaction data and JPM's current price of $296.00, GMO U.S. Opportunistic Value Fund's estimated gain on his JPM holdings is $15.25 Mil, reflecting a 86.01% gain to date.
GMO U.S. Opportunistic Value Fund JPM ($296.00) Holding Chart
GMO U.S. Opportunistic Value Fund JPM ($296.00) 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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