JPMorgan U.S. Large Cap Core Plus Fund WFC Holdings History
JPMorgan U.S. Large Cap Core Plus Fund's Wells Fargo & Co Holding Summary
As of 2025-03-31, JPMorgan Trust I held 912,171.00 shares of Wells Fargo & Co(WFC), totaling $65.48 Mil. This investment constitutes 2.29% of their stock portfolio, and JPMorgan Trust I now holds 0.03% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then JPMorgan U.S. Large Cap Core Plus Fund has made 12 purchases of WFC, at an average price of $40.87, for a total of 2.10 Mil shares. In addition, there have been 7 sales at an average price of $44.59 for 1.19 Mil shares. Based on historical transaction data and WFC's current price of $82.55, JPMorgan U.S. Large Cap Core Plus Fund's estimated gain on his WFC holdings is $42.46 Mil, reflecting a 49.37% gain to date.
JPMorgan U.S. Large Cap Core Plus Fund WFC ($82.55) Holding Chart
JPMorgan U.S. Large Cap Core Plus Fund WFC ($82.55) 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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