Sextant Core Fund JPM Holdings History
Sextant Core Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, SATURNA INVESTMENT TRUST held 1,200.00 shares of JPMorgan Chase & Co(JPM), totaling $317,580.00. This investment constitutes 1.98% of their stock portfolio, and SATURNA INVESTMENT TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. And since then Sextant Core Fund has made 2 purchases of JPM, at an average price of $238.97, for a total of 1,200.00 shares. Based on historical transaction data and JPM's current price of $296.55, Sextant Core Fund's estimated gain on his JPM holdings is $69,102.00, reflecting a 24.10% gain to date.
Sextant Core Fund JPM ($296.55) Holding Chart
Sextant Core Fund JPM ($296.55) 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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