JPMorgan Value Advantage Fund WFC Holdings History
JPMorgan Value Advantage Fund's Wells Fargo & Co Holding Summary
As of 2025-03-31, JPMorgan Trust I held 4.10 Mil shares of Wells Fargo & Co(WFC), totaling $294.44 Mil. This investment constitutes 3.4% of their stock portfolio, and JPMorgan Trust I now holds 0.13% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then JPMorgan Value Advantage Fund has made 6 purchases of WFC, at an average price of $44.51, for a total of 8.26 Mil shares. In addition, there have been 14 sales at an average price of $50.04 for 4.16 Mil shares. Based on historical transaction data and WFC's current price of $83.70, JPMorgan Value Advantage Fund's estimated gain on his WFC holdings is $183.72 Mil, reflecting a 49.96% gain to date.
JPMorgan Value Advantage Fund WFC ($83.70) Holding Chart
JPMorgan Value Advantage Fund WFC ($83.70) 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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