Matrix Advisors Value Fund JPM Holdings History
Matrix Advisors Value Fund's JPMorgan Chase & Co Holding Summary
As of 2024-12-31, Matrix Advisors Value Fund held 14,000.00 shares of JPMorgan Chase & Co(JPM), totaling $3.36 Mil. This investment constitutes 4.76% of their stock portfolio, and Matrix Advisors Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. In addition, there have been 6 sales at an average price of $152.00 for 5,950.00 shares. Based on historical transaction data and JPM's current price of $291.27, Matrix Advisors Value Fund's estimated gain on his JPM holdings is $2.56 Mil, reflecting a 105.56% gain to date.
Matrix Advisors Value Fund JPM ($291.27) Holding Chart
Matrix Advisors Value Fund JPM ($291.27) 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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