JPMorgan U.S. Value Fund WFC Holdings History
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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