JPMorgan Small Cap Blend Fund PFSI Holdings History
JPMorgan Small Cap Blend Fund's PennyMac Financial Services Inc Holding Summary
As of 2025-03-31, JPMorgan Trust I held 164,167.00 shares of PennyMac Financial Services Inc(PFSI), totaling $16.43 Mil. This investment constitutes 1.17% of their stock portfolio, and JPMorgan Trust I now holds 0.32% of the outstanding PennyMac Financial Services Inc(PFSI) stock.
The initial trade took place in 2020Q3. And since then JPMorgan Small Cap Blend Fund has made 13 purchases of PFSI, at an average price of $68.48, for a total of 223,844.00 shares. In addition, there have been 4 sales at an average price of $60.28 for 59,677.00 shares. Based on historical transaction data and PFSI's current price of $100.85, JPMorgan Small Cap Blend Fund's estimated gain on his PFSI holdings is $4.83 Mil, reflecting a 31.48% gain to date.
JPMorgan Small Cap Blend Fund PFSI ($100.85) Holding Chart
JPMorgan Small Cap Blend Fund PFSI ($100.85) 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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