Penn Series Index 500 Fund JPM Holdings History
Penn Series Index 500 Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Penn Series Index 500 Fund held 47,304.00 shares of JPMorgan Chase & Co(JPM), totaling $11.60 Mil. This investment constitutes 1.44% of their stock portfolio, and Penn Series Index 500 Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Penn Series Index 500 Fund has made 6 purchases of JPM, at an average price of $114.10, for a total of 68,307.00 shares. In addition, there have been 15 sales at an average price of $159.57 for 21,003.00 shares. Based on historical transaction data and JPM's current price of $296.55, Penn Series Index 500 Fund's estimated gain on his JPM holdings is $9.59 Mil, reflecting a 122.99% gain to date.
Penn Series Index 500 Fund JPM ($296.55) Holding Chart
Penn Series Index 500 Fund JPM ($296.55) 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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