Schwab Dividend Equity Fund JPM Holdings History
Schwab Dividend Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 100,000.00 shares of JPMorgan Chase & Co(JPM), totaling $24.46 Mil. This investment constitutes 4.76% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Schwab Dividend Equity Fund has made 2 purchases of JPM, at an average price of $157.91, for a total of 125,000.00 shares. In addition, there have been 4 sales at an average price of $225.14 for 25,000.00 shares. Based on historical transaction data and JPM's current price of $296.76, Schwab Dividend Equity Fund's estimated gain on his JPM holdings is $15.57 Mil, reflecting a 78.85% gain to date.
Schwab Dividend Equity Fund JPM ($296.76) Holding Chart
Schwab Dividend Equity Fund JPM ($296.76) 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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