Number of Shares
2.70 Mil
Current Holdings Value*
$193.93 Mil
% of Portfolio
3.21%
Total Estimate Gain
$111.52 Mil
% of Total Estimate Gain
89.02%

JPMorgan U.S. Value Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, JPMorgan U.S. Value Fund held 2.70 Mil shares of Wells Fargo & Co(WFC), totaling $193.93 Mil. This investment constitutes 3.21% of their stock portfolio, and JPMorgan U.S. Value Fund now holds 0.08% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2019Q3. And since then JPMorgan U.S. Value Fund has made 15 purchases of WFC, at an average price of $41.15, for a total of 3.04 Mil shares. In addition, there have been 4 sales at an average price of $41.56 for 342,762.00 shares. Based on historical transaction data and WFC's current price of $82.38, JPMorgan U.S. Value Fund's estimated gain on his WFC holdings is $111.52 Mil, reflecting a 89.02% gain to date.

JPMorgan U.S. Value Fund WFC ($82.38) Holding Chart

JPMorgan U.S. Value Fund WFC ($82.38) 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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