Number of Shares
15,775.00
Current Holdings Value*
$3.87 Mil
% of Portfolio
1.7%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
48.00%

Sit Dividend Growth Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, SIT MUTUAL FUNDS INC held 15,775.00 shares of JPMorgan Chase & Co(JPM), totaling $3.87 Mil. This investment constitutes 1.7% of their stock portfolio, and SIT MUTUAL FUNDS INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Sit Dividend Growth Fund has made 4 purchases of JPM, at an average price of $123.58, for a total of 64,575.00 shares. In addition, there have been 12 sales at an average price of $149.20 for 48,800.00 shares. Based on historical transaction data and JPM's current price of $287.11, Sit Dividend Growth Fund's estimated gain on his JPM holdings is $3.83 Mil, reflecting a 48.00% gain to date.

Sit Dividend Growth Fund JPM ($287.11) Holding Chart

Sit Dividend Growth Fund JPM ($287.11) 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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