Number of Shares
52,610.00
Current Holdings Value*
$12.91 Mil
% of Portfolio
4.15%
Total Estimate Gain
$5.33 Mil
% of Total Estimate Gain
36.25%

LVIP American Century Disciplined Core Value Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, LVIP American Century Disciplined Core Value Fund held 52,610.00 shares of JPMorgan Chase & Co(JPM), totaling $12.91 Mil. This investment constitutes 4.15% of their stock portfolio, and LVIP American Century Disciplined Core Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q2. And since then LVIP American Century Disciplined Core Value Fund has made 1 purchases of JPM, at an average price of $198.40, for a total of 74,090.00 shares. In addition, there have been 2 sales at an average price of $218.67 for 21,480.00 shares. Based on historical transaction data and JPM's current price of $291.43, LVIP American Century Disciplined Core Value Fund's estimated gain on his JPM holdings is $5.33 Mil, reflecting a 36.25% gain to date.

LVIP American Century Disciplined Core Value Fund JPM ($291.43) Holding Chart

LVIP American Century Disciplined Core Value Fund JPM ($291.43) 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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