Number of Shares
173,890.00
Current Holdings Value*
$19.84 Mil
% of Portfolio
0.52%
Total Estimate Gain
$140.95 Mil
% of Total Estimate Gain
152.81%

JPMorgan Small Cap Equity Fund's BJ's Wholesale Club Holdings Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 173,890.00 shares of BJ's Wholesale Club Holdings Inc(BJ), totaling $19.84 Mil. This investment constitutes 0.52% of their stock portfolio, and JPMorgan Trust I now holds 0.13% of the outstanding BJ's Wholesale Club Holdings Inc(BJ) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Small Cap Equity Fund has made 5 purchases of BJ, at an average price of $26.52, for a total of 3.48 Mil shares. In addition, there have been 15 sales at an average price of $65.06 for 3.30 Mil shares. Based on historical transaction data and BJ's current price of $104.70, JPMorgan Small Cap Equity Fund's estimated gain on his BJ holdings is $140.95 Mil, reflecting a 152.81% gain to date.

JPMorgan Small Cap Equity Fund BJ ($104.70) Holding Chart

JPMorgan Small Cap Equity Fund BJ ($104.70) 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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