Guggenheim Large Cap Value Fund JPM Holdings History
Guggenheim Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2024-09-30, GUGGENHEIM FUNDS TRUST held 3,590.00 shares of JPMorgan Chase & Co(JPM), totaling $756,990.00. This investment constitutes 1.96% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Guggenheim Large Cap Value Fund has made 3 purchases of JPM, at an average price of $114.49, for a total of 14,301.00 shares. In addition, there have been 6 sales at an average price of $132.42 for 10,711.00 shares. Based on historical transaction data and JPM's current price of $296.55, Guggenheim Large Cap Value Fund's estimated gain on his JPM holdings is $845,608.49, reflecting a 51.65% gain to date.
Guggenheim Large Cap Value Fund JPM ($296.55) Holding Chart
Guggenheim Large Cap 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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