MoA Balanced Fund JPM Holdings History

Number of Shares
13,403.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
3.01%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
93.92%

MoA Balanced Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MoA Balanced Fund held 13,403.00 shares of JPMorgan Chase & Co(JPM), totaling $3.29 Mil. This investment constitutes 3.01% of their stock portfolio, and MoA Balanced Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then MoA Balanced Fund has made 1 purchases of JPM, at an average price of $113.29, for a total of 27,479.00 shares. In addition, there have been 15 sales at an average price of $154.48 for 14,076.00 shares. Based on historical transaction data and JPM's current price of $288.19, MoA Balanced Fund's estimated gain on his JPM holdings is $2.92 Mil, reflecting a 93.92% gain to date.

MoA Balanced Fund JPM ($288.19) Holding Chart

MoA Balanced Fund JPM ($288.19) 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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