Lincoln U.S. Equity Income Maximizer Fund JPM Holdings History
Number of Shares
1,210.00
Current Holdings Value*
$295,990.00
% of Portfolio
2.11%
Total Estimate Gain
$100,548.88
% of Total Estimate Gain
38.35%
Lincoln U.S. Equity Income Maximizer Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, Lincoln U.S. Equity Income Maximizer Fund held 1,210.00 shares of JPMorgan Chase & Co(JPM), totaling $295,990.00. This investment constitutes 2.11% of their stock portfolio, and Lincoln U.S. Equity Income Maximizer Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $245.50 for 16.00 shares. Based on historical transaction data and JPM's current price of $296.55, Lincoln U.S. Equity Income Maximizer Fund's estimated gain on his JPM holdings is $100,548.88, reflecting a 38.35% gain to date.
Lincoln U.S. Equity Income Maximizer Fund JPM ($296.55) Holding Chart
Lincoln U.S. Equity Income Maximizer Fund JPM ($296.55) 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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