Number of Shares
315,708.00
Current Holdings Value*
$77.23 Mil
% of Portfolio
4.28%
Total Estimate Gain
$91.99 Mil
% of Total Estimate Gain
69.77%

Lord Abbett Fundamental Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, LORD ABBETT SECURITIES TRUST held 315,708.00 shares of JPMorgan Chase & Co(JPM), totaling $77.23 Mil. This investment constitutes 4.28% of their stock portfolio, and LORD ABBETT SECURITIES TRUST now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Lord Abbett Fundamental Equity Fund has made 5 purchases of JPM, at an average price of $117.13, for a total of 1.13 Mil shares. In addition, there have been 12 sales at an average price of $160.78 for 809,915.00 shares. Based on historical transaction data and JPM's current price of $296.55, Lord Abbett Fundamental Equity Fund's estimated gain on his JPM holdings is $91.99 Mil, reflecting a 69.77% gain to date.

Lord Abbett Fundamental Equity Fund JPM ($296.55) Holding Chart

Lord Abbett Fundamental Equity 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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