M Large Cap Value Fund JPM Holdings History
Number of Shares
31,300.00
Current Holdings Value*
$7.68 Mil
% of Portfolio
4.91%
Total Estimate Gain
$6.81 Mil
% of Total Estimate Gain
135.54%
M Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, M FUND INC held 31,300.00 shares of JPMorgan Chase & Co(JPM), totaling $7.68 Mil. This investment constitutes 4.91% of their stock portfolio, and M FUND INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then M Large Cap Value Fund has made 4 purchases of JPM, at an average price of $111.61, for a total of 45,000.00 shares. In addition, there have been 6 sales at an average price of $203.02 for 13,700.00 shares. Based on historical transaction data and JPM's current price of $289.10, M Large Cap Value Fund's estimated gain on his JPM holdings is $6.81 Mil, reflecting a 135.54% gain to date.
M Large Cap Value Fund JPM ($289.10) Holding Chart
M Large Cap Value Fund JPM ($289.10) 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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