Number of Shares
10,554.00
Current Holdings Value*
$929,810.00
% of Portfolio
3.22%
Total Estimate Gain
$655,683.59
% of Total Estimate Gain
9.97%

JPMorgan Small Cap Sustainable Leaders Fund's AAON Inc Holding Summary

As of 2024-03-31, JPMorgan Small Cap Sustainable Leaders Fund held 10,554.00 shares of AAON Inc(AAON), totaling $929,810.00. This investment constitutes 3.22% of their stock portfolio, and JPMorgan Small Cap Sustainable Leaders Fund now holds 0.01% of the outstanding AAON Inc(AAON) stock.

The initial trade took place in 2021Q3. And since then JPMorgan Small Cap Sustainable Leaders Fund has made 1 purchases of AAON, at an average price of $43.40, for a total of 151,462.50 shares. In addition, there have been 9 sales at an average price of $45.74 for 140,908.50 shares. Based on historical transaction data and AAON's current price of $74.27, JPMorgan Small Cap Sustainable Leaders Fund's estimated gain on his AAON holdings is $655,683.59, reflecting a 9.97% gain to date.

JPMorgan Small Cap Sustainable Leaders Fund AAON ($74.27) Holding Chart

JPMorgan Small Cap Sustainable Leaders Fund AAON ($74.27) 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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