Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$4.17 Mil
% of Total Estimate Gain
15.70%

JPMorgan U.S. Large Cap Core Plus Fund's Block Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held - shares of Block Inc(XYZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and JPMorgan Trust I now holds 0% of the outstanding Block Inc(XYZ) stock.

The initial trade took place in 2020Q1. And since then JPMorgan U.S. Large Cap Core Plus Fund has made 8 purchases of XYZ, at an average price of $64.72, for a total of 409,997.00 shares. In addition, there have been 3 sales at an average price of $74.89 for 409,997.00 shares. Based on historical transaction data and XYZ's current price of $68.68, JPMorgan U.S. Large Cap Core Plus Fund's estimated gain on his XYZ holdings is $4.17 Mil, reflecting a 15.70% gain to date.

JPMorgan U.S. Large Cap Core Plus Fund XYZ ($68.68) Holding Chart

JPMorgan U.S. Large Cap Core Plus Fund XYZ ($68.68) 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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