Mairs & Power Balanced Fund JPM Holdings History
Mairs & Power Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Mairs & Power Balanced Fund held 78,371.00 shares of JPMorgan Chase & Co(JPM), totaling $19.22 Mil. This investment constitutes 4.07% of their stock portfolio, and Mairs & Power Balanced Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q2. And since then Mairs & Power Balanced Fund has made 5 purchases of JPM, at an average price of $164.25, for a total of 31.83 Mil shares. In addition, there have been 4 sales at an average price of $163.96 for 28.83 Mil shares. Based on historical transaction data and JPM's current price of $289.90, Mairs & Power Balanced Fund's estimated gain on his JPM holdings is $368.59 Mil, reflecting a 7.05% gain to date.
Mairs & Power Balanced Fund JPM ($289.90) Holding Chart
Mairs & Power Balanced Fund JPM ($289.90) 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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