Penn Series Large Cap Value Fund JPM Holdings History
Penn Series Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Penn Series Large Cap Value Fund held 21,783.00 shares of JPMorgan Chase & Co(JPM), totaling $5.34 Mil. This investment constitutes 3.38% of their stock portfolio, and Penn Series Large Cap Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Penn Series Large Cap Value Fund has made 3 purchases of JPM, at an average price of $117.03, for a total of 83,638.00 shares. In addition, there have been 14 sales at an average price of $154.50 for 61,855.00 shares. Based on historical transaction data and JPM's current price of $291.27, Penn Series Large Cap Value Fund's estimated gain on his JPM holdings is $6.11 Mil, reflecting a 62.45% gain to date.
Penn Series Large Cap Value Fund JPM ($291.27) Holding Chart
Penn Series Large Cap Value Fund JPM ($291.27) 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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