Large Cap Equity Fund JPM Holdings History

Number of Shares
285,406.00
Current Holdings Value*
$76.29 Mil
% of Portfolio
1.83%
Total Estimate Gain
$57.30 Mil
% of Total Estimate Gain
85.51%

Large Cap Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-01-31, Large Cap Equity Fund held 285,406.00 shares of JPMorgan Chase & Co(JPM), totaling $76.29 Mil. This investment constitutes 1.83% of their stock portfolio, and Large Cap Equity Fund now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Large Cap Equity Fund has made 4 purchases of JPM, at an average price of $122.80, for a total of 545,657.00 shares. In addition, there have been 14 sales at an average price of $172.48 for 260,251.00 shares. Based on historical transaction data and JPM's current price of $278.27, Large Cap Equity Fund's estimated gain on his JPM holdings is $57.30 Mil, reflecting a 85.51% gain to date.

Large Cap Equity Fund JPM ($278.27) Holding Chart

Large Cap Equity Fund JPM ($278.27) 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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