Number of Shares
532,581.00
Current Holdings Value*
$59.39 Mil
% of Portfolio
1.56%
Total Estimate Gain
$54.67 Mil
% of Total Estimate Gain
54.92%

JPMorgan Small Cap Equity Fund's Casella Waste Systems Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 532,581.00 shares of Casella Waste Systems Inc(CWST), totaling $59.39 Mil. This investment constitutes 1.56% of their stock portfolio, and JPMorgan Trust I now holds 0.84% of the outstanding Casella Waste Systems Inc(CWST) stock.

The initial trade took place in 2020Q2. And since then JPMorgan Small Cap Equity Fund has made 8 purchases of CWST, at an average price of $60.92, for a total of 1.63 Mil shares. In addition, there have been 10 sales at an average price of $87.86 for 1.10 Mil shares. Based on historical transaction data and CWST's current price of $107.88, JPMorgan Small Cap Equity Fund's estimated gain on his CWST holdings is $54.67 Mil, reflecting a 54.92% gain to date.

JPMorgan Small Cap Equity Fund CWST ($107.88) Holding Chart

JPMorgan Small Cap Equity Fund CWST ($107.88) 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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