Number of Shares
94,830.00
Current Holdings Value*
$23.20 Mil
% of Portfolio
4.35%
Total Estimate Gain
$20.42 Mil
% of Total Estimate Gain
43.55%

Nationwide BNY Mellon Dynamic U.S. Equity Income Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, Nationwide BNY Mellon Dynamic U.S. Equity Income Fund held 94,830.00 shares of JPMorgan Chase & Co(JPM), totaling $23.20 Mil. This investment constitutes 4.35% of their stock portfolio, and Nationwide BNY Mellon Dynamic U.S. Equity Income Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q1. And since then Nationwide BNY Mellon Dynamic U.S. Equity Income Fund has made 9 purchases of JPM, at an average price of $139.94, for a total of 335,146.00 shares. In addition, there have been 11 sales at an average price of $163.05 for 240,316.00 shares. Based on historical transaction data and JPM's current price of $296.76, Nationwide BNY Mellon Dynamic U.S. Equity Income Fund's estimated gain on his JPM holdings is $20.42 Mil, reflecting a 43.55% gain to date.

Nationwide BNY Mellon Dynamic U.S. Equity Income Fund JPM ($296.76) Holding Chart

Nationwide BNY Mellon Dynamic U.S. Equity Income Fund JPM ($296.76) 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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