Payson Total Return Fund JPM Holdings History
Payson Total Return Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, FORUM FUNDS held 41,233.00 shares of JPMorgan Chase & Co(JPM), totaling $10.11 Mil. This investment constitutes 3.78% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then Payson Total Return Fund has made 4 purchases of JPM, at an average price of $171.63, for a total of 70,099.00 shares. In addition, there have been 3 sales at an average price of $126.72 for 28,866.00 shares. Based on historical transaction data and JPM's current price of $287.49, Payson Total Return Fund's estimated gain on his JPM holdings is $3.48 Mil, reflecting a 28.93% gain to date.
Payson Total Return Fund JPM ($287.49) Holding Chart
Payson Total Return Fund JPM ($287.49) 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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