Number of Shares
195,818.00
Current Holdings Value*
$34.52 Mil
% of Portfolio
0.7%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
4.22%

JPMorgan Mid Cap Equity Fund's IQVIA Holdings Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 195,818.00 shares of IQVIA Holdings Inc(IQV), totaling $34.52 Mil. This investment constitutes 0.7% of their stock portfolio, and JPMorgan Trust I now holds 0.11% of the outstanding IQVIA Holdings Inc(IQV) stock.

The initial trade took place in 2023Q2. And since then JPMorgan Mid Cap Equity Fund has made 6 purchases of IQV, at an average price of $200.43, for a total of 253,984.00 shares. In addition, there have been 1 sales at an average price of $236.05 for 58,166.00 shares. Based on historical transaction data and IQV's current price of $200.82, JPMorgan Mid Cap Equity Fund's estimated gain on his IQV holdings is $2.15 Mil, reflecting a 4.22% gain to date.

JPMorgan Mid Cap Equity Fund IQV ($200.82) Holding Chart

JPMorgan Mid Cap Equity Fund IQV ($200.82) 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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