Number of Shares
867,185.00
Current Holdings Value*
$68.19 Mil
% of Portfolio
1.8%
Total Estimate Gain
$75.55 Mil
% of Total Estimate Gain
45.27%

JPMorgan Small Cap Equity Fund's Performance Food Group Co Holding Summary

As of 2025-03-31, JPMorgan Trust I held 867,185.00 shares of Performance Food Group Co(PFGC), totaling $68.19 Mil. This investment constitutes 1.8% of their stock portfolio, and JPMorgan Trust I now holds 0.56% of the outstanding Performance Food Group Co(PFGC) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Small Cap Equity Fund has made 2 purchases of PFGC, at an average price of $43.60, for a total of 3.83 Mil shares. In addition, there have been 17 sales at an average price of $52.74 for 2.96 Mil shares. Based on historical transaction data and PFGC's current price of $99.53, JPMorgan Small Cap Equity Fund's estimated gain on his PFGC holdings is $75.55 Mil, reflecting a 45.27% gain to date.

JPMorgan Small Cap Equity Fund PFGC ($99.53) Holding Chart

JPMorgan Small Cap Equity Fund PFGC ($99.53) 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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