Number of Shares
235,154.00
Current Holdings Value*
$62.23 Mil
% of Portfolio
1.48%
Total Estimate Gain
$52.27 Mil
% of Total Estimate Gain
65.80%

SIIT S&P 500 Index Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, SEI INSTITUTIONAL INVESTMENTS TRUST held 235,154.00 shares of JPMorgan Chase & Co(JPM), totaling $62.23 Mil. This investment constitutes 1.48% of their stock portfolio, and SEI INSTITUTIONAL INVESTMENTS TRUST now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then SIIT S&P 500 Index Fund has made 4 purchases of JPM, at an average price of $119.63, for a total of 664,057.00 shares. In addition, there have been 16 sales at an average price of $152.89 for 428,903.00 shares. Based on historical transaction data and JPM's current price of $281.26, SIIT S&P 500 Index Fund's estimated gain on his JPM holdings is $52.27 Mil, reflecting a 65.80% gain to date.

SIIT S&P 500 Index Fund JPM ($281.26) Holding Chart

SIIT S&P 500 Index Fund JPM ($281.26) 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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