Parnassus Value Equity Fund JPM Holdings History
Parnassus Value Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Parnassus Value Equity Fund held 373,822.00 shares of JPMorgan Chase & Co(JPM), totaling $91.70 Mil. This investment constitutes 2.05% of their stock portfolio, and Parnassus Value Equity Fund now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2025Q1. And since then Parnassus Value Equity Fund has made 1 purchases of JPM, at an average price of $254.94, for a total of 373,822.00 shares. Based on historical transaction data and JPM's current price of $289.90, Parnassus Value Equity Fund's estimated gain on his JPM holdings is $13.07 Mil, reflecting a 13.71% gain to date.
Parnassus Value Equity Fund JPM ($289.90) Holding Chart
Parnassus Value Equity 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 % | |||
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