Number of Shares
4,939.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
3.6%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
45.33%

MassMutual Disciplined Value Fund's JPMorgan Chase & Co Holding Summary

As of 2024-12-31, MassMutual Disciplined Value Fund held 4,939.00 shares of JPMorgan Chase & Co(JPM), totaling $1.18 Mil. This investment constitutes 3.6% of their stock portfolio, and MassMutual Disciplined Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then MassMutual Disciplined Value Fund has made 2 purchases of JPM, at an average price of $116.98, for a total of 26,135.00 shares. In addition, there have been 13 sales at an average price of $140.64 for 21,196.00 shares. Based on historical transaction data and JPM's current price of $296.00, MassMutual Disciplined Value Fund's estimated gain on his JPM holdings is $1.39 Mil, reflecting a 45.33% gain to date.

MassMutual Disciplined Value Fund JPM ($296.00) Holding Chart

MassMutual Disciplined Value Fund JPM ($296.00) 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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