Green Owl Intrinsic Value Fund JPM Holdings History
Green Owl Intrinsic Value Fund's JPMorgan Chase & Co Holding Summary
As of 2022-10-31, VALUED ADVISERS TRUST held 20,993.00 shares of JPMorgan Chase & Co(JPM), totaling $2.64 Mil. This investment constitutes 3.46% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q2. And since then Green Owl Intrinsic Value Fund has made 2 purchases of JPM, at an average price of $111.62, for a total of 21,993.00 shares. In addition, there have been 2 sales at an average price of $153.49 for 1,000.00 shares. Based on historical transaction data and JPM's current price of $296.55, Green Owl Intrinsic Value Fund's estimated gain on his JPM holdings is $3.92 Mil, reflecting a 159.86% gain to date.
Green Owl Intrinsic Value Fund JPM ($296.55) Holding Chart
Green Owl Intrinsic Value Fund JPM ($296.55) 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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