Large Cap Core Fund JPM Holdings History

Number of Shares
21,181.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
1.87%
Total Estimate Gain
$4.09 Mil
% of Total Estimate Gain
83.21%

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

As of 2025-03-31, Large Cap Core Fund held 21,181.00 shares of JPMorgan Chase & Co(JPM), totaling $5.20 Mil. This investment constitutes 1.87% of their stock portfolio, and Large Cap Core Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Large Cap Core Fund has made 3 purchases of JPM, at an average price of $128.94, for a total of 38,131.00 shares. In addition, there have been 12 sales at an average price of $167.45 for 16,950.00 shares. Based on historical transaction data and JPM's current price of $291.27, Large Cap Core Fund's estimated gain on his JPM holdings is $4.09 Mil, reflecting a 83.21% gain to date.

Large Cap Core Fund JPM ($291.27) Holding Chart

Large Cap Core Fund JPM ($291.27) 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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