Impax Large Cap Fund JPM Holdings History

Number of Shares
116,976.00
Current Holdings Value*
$28.69 Mil
% of Portfolio
2.38%
Total Estimate Gain
$30.10 Mil
% of Total Estimate Gain
72.20%

Impax Large Cap Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Impax Large Cap Fund held 116,976.00 shares of JPMorgan Chase & Co(JPM), totaling $28.69 Mil. This investment constitutes 2.38% of their stock portfolio, and Impax Large Cap Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Impax Large Cap Fund has made 4 purchases of JPM, at an average price of $117.86, for a total of 353,701.00 shares. In addition, there have been 10 sales at an average price of $161.39 for 236,725.00 shares. Based on historical transaction data and JPM's current price of $287.11, Impax Large Cap Fund's estimated gain on his JPM holdings is $30.10 Mil, reflecting a 72.20% gain to date.

Impax Large Cap Fund JPM ($287.11) Holding Chart

Impax Large Cap Fund JPM ($287.11) 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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