Old Westbury All Cap Core Fund JPM Holdings History
Old Westbury All Cap Core Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, OLD WESTBURY FUNDS INC held 283,708.00 shares of JPMorgan Chase & Co(JPM), totaling $69.40 Mil. This investment constitutes 2.29% of their stock portfolio, and OLD WESTBURY FUNDS INC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Old Westbury All Cap Core Fund has made 3 purchases of JPM, at an average price of $138.98, for a total of 1.08 Mil shares. In addition, there have been 10 sales at an average price of $144.44 for 800,420.00 shares. Based on historical transaction data and JPM's current price of $296.00, Old Westbury All Cap Core Fund's estimated gain on his JPM holdings is $48.92 Mil, reflecting a 32.47% gain to date.
Old Westbury All Cap Core Fund JPM ($296.00) Holding Chart
Old Westbury All Cap Core Fund JPM ($296.00) 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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