SBH GLOBAL ALL CAP FUND JPM Holdings History
SBH GLOBAL ALL CAP FUND's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SBH GLOBAL ALL CAP FUND held 4,053.00 shares of JPMorgan Chase & Co(JPM), totaling $994,200.00. This investment constitutes 3.09% of their stock portfolio, and SBH GLOBAL ALL CAP FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then SBH GLOBAL ALL CAP FUND has made 1 purchases of JPM, at an average price of $160.49, for a total of 6,166.00 shares. In addition, there have been 6 sales at an average price of $174.43 for 2,113.00 shares. Based on historical transaction data and JPM's current price of $291.27, SBH GLOBAL ALL CAP FUND's estimated gain on his JPM holdings is $559,475.54, reflecting a 56.53% gain to date.
SBH GLOBAL ALL CAP FUND JPM ($291.27) Holding Chart
SBH GLOBAL ALL CAP 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
