Number of Shares
484.00
Current Holdings Value*
$118,730.00
% of Portfolio
1.68%
Total Estimate Gain
$77,594.80
% of Total Estimate Gain
118.76%

MoA Catholic Values Index Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MoA Catholic Values Index Fund held 484.00 shares of JPMorgan Chase & Co(JPM), totaling $118,730.00. This investment constitutes 1.68% of their stock portfolio, and MoA Catholic Values Index Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q4. And since then MoA Catholic Values Index Fund has made 11 purchases of JPM, at an average price of $131.73, for a total of 496.00 shares. In addition, there have been 5 sales at an average price of $163.06 for 12.00 shares. Based on historical transaction data and JPM's current price of $291.27, MoA Catholic Values Index Fund's estimated gain on his JPM holdings is $77,594.80, reflecting a 118.76% gain to date.

MoA Catholic Values Index Fund JPM ($291.27) Holding Chart

MoA Catholic Values Index 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 %

Top Ranked Articles

  • 1