Large Cap Value Fund JPM Holdings History
Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Large Cap Value Fund held 9,678.00 shares of JPMorgan Chase & Co(JPM), totaling $2.37 Mil. This investment constitutes 3.83% of their stock portfolio, and Large Cap Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Large Cap Value Fund has made 6 purchases of JPM, at an average price of $137.87, for a total of 26,836.00 shares. In addition, there have been 15 sales at an average price of $122.82 for 17,158.00 shares. Based on historical transaction data and JPM's current price of $296.00, Large Cap Value Fund's estimated gain on his JPM holdings is $1.27 Mil, reflecting a 34.38% gain to date.
Large Cap Value Fund JPM ($296.00) Holding Chart
Large Cap Value Fund JPM ($296.00) 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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