Number of Shares
52,695.00
Current Holdings Value*
$22.87 Mil
% of Portfolio
0.6%
Total Estimate Gain
$64.80 Mil
% of Total Estimate Gain
84.74%

JPMorgan Small Cap Equity Fund's Casey's General Stores Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 52,695.00 shares of Casey's General Stores Inc(CASY), totaling $22.87 Mil. This investment constitutes 0.6% of their stock portfolio, and JPMorgan Trust I now holds 0.14% of the outstanding Casey's General Stores Inc(CASY) stock.

The initial trade took place in 2020Q1. And since then JPMorgan Small Cap Equity Fund has made 6 purchases of CASY, at an average price of $168.18, for a total of 454,683.00 shares. In addition, there have been 11 sales at an average price of $282.73 for 401,988.00 shares. Based on historical transaction data and CASY's current price of $524.00, JPMorgan Small Cap Equity Fund's estimated gain on his CASY holdings is $64.80 Mil, reflecting a 84.74% gain to date.

JPMorgan Small Cap Equity Fund CASY ($524.00) Holding Chart

JPMorgan Small Cap Equity Fund CASY ($524.00) 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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