STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND JPM Holdings History
STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND held 6,135.00 shares of JPMorgan Chase & Co(JPM), totaling $1.50 Mil. This investment constitutes 4.05% of their stock portfolio, and STERLING CAPITAL BEHAVIORAL 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 STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND has made 3 purchases of JPM, at an average price of $117.70, for a total of 98,850.00 shares. In addition, there have been 14 sales at an average price of $100.66 for 92,715.00 shares. Based on historical transaction data and JPM's current price of $291.27, STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND's estimated gain on his JPM holdings is $-515,675.79, reflecting a -4.43% gain to date.
STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND JPM ($291.27) Holding Chart
STERLING CAPITAL BEHAVIORAL 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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