Number of Shares
1.27 Mil
Current Holdings Value*
$76.09 Mil
% of Portfolio
1.53%
Total Estimate Gain
$36.96 Mil
% of Total Estimate Gain
47.32%

JPMorgan Mid Cap Equity Fund's Williams Companies Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 1.27 Mil shares of Williams Companies Inc(WMB), totaling $76.09 Mil. This investment constitutes 1.53% of their stock portfolio, and JPMorgan Trust I now holds 0.1% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Mid Cap Equity Fund has made 13 purchases of WMB, at an average price of $29.30, for a total of 2.67 Mil shares. In addition, there have been 7 sales at an average price of $28.90 for 1.39 Mil shares. Based on historical transaction data and WMB's current price of $58.75, JPMorgan Mid Cap Equity Fund's estimated gain on his WMB holdings is $36.96 Mil, reflecting a 47.32% gain to date.

JPMorgan Mid Cap Equity Fund WMB ($58.75) Holding Chart

JPMorgan Mid Cap Equity Fund WMB ($58.75) 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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