Milliman - Capital Group Hedged U.S. Income And Growth Fund JPM Holdings History
Milliman - Capital Group Hedged U.S. Income and Growth Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Milliman - Capital Group Hedged U.S. Income and Growth Fund held 407.00 shares of JPMorgan Chase & Co(JPM), totaling $99,840.00. This investment constitutes 2.91% of their stock portfolio, and Milliman - Capital Group Hedged U.S. Income and Growth Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q1. And since then Milliman - Capital Group Hedged U.S. Income and Growth Fund has made 1 purchases of JPM, at an average price of $139.52, for a total of 755.00 shares. In addition, there have been 7 sales at an average price of $168.89 for 348.00 shares. Based on historical transaction data and JPM's current price of $291.97, Milliman - Capital Group Hedged U.S. Income and Growth Fund's estimated gain on his JPM holdings is $72,267.66, reflecting a 68.61% gain to date.
Milliman - Capital Group Hedged U.S. Income and Growth Fund JPM ($291.97) Holding Chart
Milliman - Capital Group Hedged U.S. Income and Growth Fund JPM ($291.97) 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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