OPTIMUM LARGE CAP VALUE FUND JPM Holdings History
OPTIMUM LARGE CAP VALUE FUND's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, OPTIMUM FUND TRUST held 309,030.00 shares of JPMorgan Chase & Co(JPM), totaling $75.81 Mil. This investment constitutes 4.16% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then OPTIMUM LARGE CAP VALUE FUND has made 3 purchases of JPM, at an average price of $114.17, for a total of 649,823.00 shares. In addition, there have been 14 sales at an average price of $161.54 for 340,793.00 shares. Based on historical transaction data and JPM's current price of $286.86, OPTIMUM LARGE CAP VALUE FUND's estimated gain on his JPM holdings is $69.51 Mil, reflecting a 93.68% gain to date.
OPTIMUM LARGE CAP VALUE FUND JPM ($286.86) Holding Chart
OPTIMUM LARGE CAP VALUE FUND JPM ($286.86) 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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