SA PGI Asset Allocation Portfolio JPM Holdings History
SA PGI Asset Allocation Portfolio's JPMorgan Chase & Co Holding Summary
As of 2021-09-30, ANCHOR SERIES TRUST held 12,474.00 shares of JPMorgan Chase & Co(JPM), totaling $2.04 Mil. This investment constitutes 1.75% of their stock portfolio, and ANCHOR SERIES TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then SA PGI Asset Allocation Portfolio has made 3 purchases of JPM, at an average price of $114.33, for a total of 18,063.00 shares. In addition, there have been 5 sales at an average price of $124.00 for 5,589.00 shares. Based on historical transaction data and JPM's current price of $288.70, SA PGI Asset Allocation Portfolio's estimated gain on his JPM holdings is $2.23 Mil, reflecting a 107.93% gain to date.
SA PGI Asset Allocation Portfolio JPM ($288.70) Holding Chart
SA PGI Asset Allocation Portfolio JPM ($288.70) 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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