NAA LARGE CAP VALUE SERIES JPM Holdings History
NAA LARGE CAP VALUE SERIES's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, NAA LARGE CAP VALUE SERIES held 9,533.00 shares of JPMorgan Chase & Co(JPM), totaling $2.34 Mil. This investment constitutes 1.22% of their stock portfolio, and NAA LARGE CAP VALUE SERIES 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 17,610.00 shares. Based on historical transaction data and JPM's current price of $291.27, NAA LARGE CAP VALUE SERIES's estimated gain on his JPM holdings is $932,894.12, reflecting a 14.73% gain to date.
NAA LARGE CAP VALUE SERIES JPM ($291.27) Holding Chart
NAA LARGE CAP VALUE SERIES 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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