Invesco Diversified Dividend Fund JPM Holdings History
Invesco Diversified Dividend Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) held 1.58 Mil shares of JPMorgan Chase & Co(JPM), totaling $385.29 Mil. This investment constitutes 4% of their stock portfolio, and AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) now holds 0.06% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q3. And since then Invesco Diversified Dividend Fund has made 3 purchases of JPM, at an average price of $148.69, for a total of 1.96 Mil shares. In addition, there have been 2 sales at an average price of $215.81 for 386,138.00 shares. Based on historical transaction data and JPM's current price of $296.76, Invesco Diversified Dividend Fund's estimated gain on his JPM holdings is $259.14 Mil, reflecting a 88.87% gain to date.
Invesco Diversified Dividend Fund JPM ($296.76) Holding Chart
Invesco Diversified Dividend Fund JPM ($296.76) 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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