JPMorgan Mid Cap Equity Fund WEC Holdings History
JPMorgan Mid Cap Equity Fund's WEC Energy Group Inc Holding Summary
As of 2025-03-31, JPMorgan Trust I held 618,413.00 shares of WEC Energy Group Inc(WEC), totaling $67.39 Mil. This investment constitutes 1.36% of their stock portfolio, and JPMorgan Trust I now holds 0.19% of the outstanding WEC Energy Group Inc(WEC) stock.
The initial trade took place in 2019Q3. And since then JPMorgan Mid Cap Equity Fund has made 14 purchases of WEC, at an average price of $91.35, for a total of 836,083.00 shares. In addition, there have been 5 sales at an average price of $92.22 for 217,670.00 shares. Based on historical transaction data and WEC's current price of $109.54, JPMorgan Mid Cap Equity Fund's estimated gain on his WEC holdings is $11.44 Mil, reflecting a 14.97% gain to date.
JPMorgan Mid Cap Equity Fund WEC ($109.54) Holding Chart
JPMorgan Mid Cap Equity Fund WEC ($109.54) 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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