JPMorgan U.S. Value Fund SCHW Holdings History
JPMorgan U.S. Value Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, JPMorgan U.S. Value Fund held 1.53 Mil shares of Charles Schwab Corp(SCHW), totaling $119.54 Mil. This investment constitutes 1.98% of their stock portfolio, and JPMorgan U.S. Value Fund now holds 0.08% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then JPMorgan U.S. Value Fund has made 17 purchases of SCHW, at an average price of $62.30, for a total of 1.71 Mil shares. In addition, there have been 3 sales at an average price of $77.47 for 187,075.00 shares. Based on historical transaction data and SCHW's current price of $95.39, JPMorgan U.S. Value Fund's estimated gain on his SCHW holdings is $53.37 Mil, reflecting a 49.98% gain to date.
JPMorgan U.S. Value Fund SCHW ($95.39) Holding Chart
JPMorgan U.S. Value Fund SCHW ($95.39) 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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