Number of Shares
397,243.00
Current Holdings Value*
$31.04 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-6.27 Mil
% of Total Estimate Gain
-16.70%

JPMorgan Small Cap Equity Fund's AAON Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 397,243.00 shares of AAON Inc(AAON), totaling $31.04 Mil. This investment constitutes 0.82% of their stock portfolio, and JPMorgan Trust I now holds 0.49% of the outstanding AAON Inc(AAON) stock.

The initial trade took place in 2024Q2. And since then JPMorgan Small Cap Equity Fund has made 3 purchases of AAON, at an average price of $94.53, for a total of 397,243.00 shares. Based on historical transaction data and AAON's current price of $78.75, JPMorgan Small Cap Equity Fund's estimated gain on his AAON holdings is $-6.27 Mil, reflecting a -16.70% gain to date.

JPMorgan Small Cap Equity Fund AAON ($78.75) Holding Chart

JPMorgan Small Cap Equity Fund AAON ($78.75) 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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