Number of Shares
2.15 Mil
Current Holdings Value*
$154.61 Mil
% of Portfolio
3.25%
Total Estimate Gain
$90.21 Mil
% of Total Estimate Gain
36.86%

JPMorgan Large Cap Value Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, JPMORGAN TRUST II held 2.15 Mil shares of Wells Fargo & Co(WFC), totaling $154.61 Mil. This investment constitutes 3.25% of their stock portfolio, and JPMORGAN TRUST II now holds 0.07% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2019Q4. And since then JPMorgan Large Cap Value Fund has made 12 purchases of WFC, at an average price of $44.76, for a total of 5.47 Mil shares. In addition, there have been 8 sales at an average price of $47.07 for 3.31 Mil shares. Based on historical transaction data and WFC's current price of $83.08, JPMorgan Large Cap Value Fund's estimated gain on his WFC holdings is $90.21 Mil, reflecting a 36.86% gain to date.

JPMorgan Large Cap Value Fund WFC ($83.08) Holding Chart

JPMorgan Large Cap Value Fund WFC ($83.08) 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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