SA U.S. Value Fund JPM Holdings History
SA U.S. Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 99,973.00 shares of JPMorgan Chase & Co(JPM), totaling $24.52 Mil. This investment constitutes 4.55% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then SA U.S. Value Fund has made 5 purchases of JPM, at an average price of $113.63, for a total of 208,311.00 shares. In addition, there have been 8 sales at an average price of $175.83 for 108,338.00 shares. Based on historical transaction data and JPM's current price of $283.06, SA U.S. Value Fund's estimated gain on his JPM holdings is $23.68 Mil, reflecting a 100.04% gain to date.
SA U.S. Value Fund JPM ($283.06) Holding Chart
SA U.S. Value Fund JPM ($283.06) 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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