Loomis Sayles Global Allocation Fund JPM Holdings History
Loomis Sayles Global Allocation Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, LOOMIS SAYLES FUNDS II held 176,637.00 shares of JPMorgan Chase & Co(JPM), totaling $43.33 Mil. This investment constitutes 2.42% of their stock portfolio, and LOOMIS SAYLES FUNDS II now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q2. And since then Loomis Sayles Global Allocation Fund has made 1 purchases of JPM, at an average price of $124.09, for a total of 428,166.00 shares. In addition, there have been 10 sales at an average price of $170.32 for 251,529.00 shares. Based on historical transaction data and JPM's current price of $286.86, Loomis Sayles Global Allocation Fund's estimated gain on his JPM holdings is $40.38 Mil, reflecting a 76.00% gain to date.
Loomis Sayles Global Allocation Fund JPM ($286.86) Holding Chart
Loomis Sayles Global Allocation Fund JPM ($286.86) 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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