Number of Shares
38,660.00
Current Holdings Value*
$9.48 Mil
% of Portfolio
2.34%
Total Estimate Gain
$7.84 Mil
% of Total Estimate Gain
75.94%

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund held 38,660.00 shares of JPMorgan Chase & Co(JPM), totaling $9.48 Mil. This investment constitutes 2.34% of their stock portfolio, and LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund has made 3 purchases of JPM, at an average price of $121.07, for a total of 85,267.00 shares. In addition, there have been 15 sales at an average price of $149.23 for 46,607.00 shares. Based on historical transaction data and JPM's current price of $289.90, LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund's estimated gain on his JPM holdings is $7.84 Mil, reflecting a 75.94% gain to date.

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund JPM ($289.90) Holding Chart

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund JPM ($289.90) 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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