Schwab U.S. Large-Cap Value Index Fund JPM Holdings History
Schwab U.S. Large-Cap Value Index Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 90,221.00 shares of JPMorgan Chase & Co(JPM), totaling $22.07 Mil. This investment constitutes 2.85% 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 U.S. Large-Cap Value Index Fund has made 9 purchases of JPM, at an average price of $159.47, for a total of 112,039.00 shares. In addition, there have been 6 sales at an average price of $171.85 for 21,818.00 shares. Based on historical transaction data and JPM's current price of $291.27, Schwab U.S. Large-Cap Value Index Fund's estimated gain on his JPM holdings is $12.16 Mil, reflecting a 68.07% gain to date.
Schwab U.S. Large-Cap Value Index Fund JPM ($291.27) Holding Chart
Schwab U.S. Large-Cap Value Index 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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