NAA LARGE CAP VALUE FUND JPM Holdings History
NAA LARGE CAP VALUE FUND's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, NAA LARGE CAP VALUE FUND held 3,308.00 shares of JPMorgan Chase & Co(JPM), totaling $811,450.00. This investment constitutes 1.23% of their stock portfolio, and NAA LARGE CAP VALUE FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 5,992.00 shares. Based on historical transaction data and JPM's current price of $293.12, NAA LARGE CAP VALUE FUND's estimated gain on his JPM holdings is $327,272.44, reflecting a 15.08% gain to date.
NAA LARGE CAP VALUE FUND JPM ($293.12) Holding Chart
NAA LARGE CAP VALUE FUND JPM ($293.12) 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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