Number of Shares
875,388.00
Current Holdings Value*
$231.67 Mil
% of Portfolio
2.79%
Total Estimate Gain
$213.55 Mil
% of Total Estimate Gain
48.96%

Neuberger Berman Large Cap Value Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, NEUBERGER BERMAN EQUITY FUNDS held 875,388.00 shares of JPMorgan Chase & Co(JPM), totaling $231.67 Mil. This investment constitutes 2.79% of their stock portfolio, and NEUBERGER BERMAN EQUITY FUNDS now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Neuberger Berman Large Cap Value Fund has made 9 purchases of JPM, at an average price of $131.31, for a total of 3.32 Mil shares. In addition, there have been 10 sales at an average price of $161.85 for 2.45 Mil shares. Based on historical transaction data and JPM's current price of $289.90, Neuberger Berman Large Cap Value Fund's estimated gain on his JPM holdings is $213.55 Mil, reflecting a 48.96% gain to date.

Neuberger Berman Large Cap Value Fund JPM ($289.90) Holding Chart

Neuberger Berman Large Cap Value Fund JPM ($289.90) 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