JPMorgan Access Growth Fund SPY Holdings History
JPMorgan Access Growth Fund's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-03-31, JPMorgan Trust I held 133,800.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $69.99 Mil. This investment constitutes 24.6% of their stock portfolio, and JPMorgan Trust I now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q3. In addition, there have been 13 sales at an average price of $353.21 for 365,200.00 shares. Based on historical transaction data and SPY's current price of $614.91, JPMorgan Access Growth Fund's estimated gain on his SPY holdings is $69.22 Mil, reflecting a 48.73% gain to date.
JPMorgan Access Growth Fund SPY ($614.91) Holding Chart
JPMorgan Access Growth Fund SPY ($614.91) 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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