Number of Shares
95,693.00
Current Holdings Value*
$25.75 Mil
% of Portfolio
0.9%
Total Estimate Gain
$343,047.77
% of Total Estimate Gain
0.28%

JPMorgan U.S. Large Cap Core Plus Fund's American Express Co Holding Summary

As of 2025-03-31, JPMorgan Trust I held 95,693.00 shares of American Express Co(AXP), totaling $25.75 Mil. This investment constitutes 0.9% of their stock portfolio, and JPMorgan Trust I now holds 0.01% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2019Q3. And since then JPMorgan U.S. Large Cap Core Plus Fund has made 5 purchases of AXP, at an average price of $156.35, for a total of 793,387.00 shares. In addition, there have been 11 sales at an average price of $134.37 for 697,694.00 shares. Based on historical transaction data and AXP's current price of $320.17, JPMorgan U.S. Large Cap Core Plus Fund's estimated gain on his AXP holdings is $343,047.77, reflecting a 0.28% gain to date.

JPMorgan U.S. Large Cap Core Plus Fund AXP ($320.17) Holding Chart

JPMorgan U.S. Large Cap Core Plus Fund AXP ($320.17) 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 %

Top Ranked Articles

  • 1