Number of Shares
18,246.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
1.4%
Total Estimate Gain
$2.91 Mil
% of Total Estimate Gain
51.56%

LVIP Invesco Select Equity Income Managed Volatility Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST held 18,246.00 shares of JPMorgan Chase & Co(JPM), totaling $4.48 Mil. This investment constitutes 1.4% of their stock portfolio, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then LVIP Invesco Select Equity Income Managed Volatility Fund has made 8 purchases of JPM, at an average price of $128.26, for a total of 44,046.00 shares. In addition, there have been 12 sales at an average price of $127.66 for 25,800.00 shares. Based on historical transaction data and JPM's current price of $288.75, LVIP Invesco Select Equity Income Managed Volatility Fund's estimated gain on his JPM holdings is $2.91 Mil, reflecting a 51.56% gain to date.

LVIP Invesco Select Equity Income Managed Volatility Fund JPM ($288.75) Holding Chart

LVIP Invesco Select Equity Income Managed Volatility Fund JPM ($288.75) 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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