Smead Value Fund JPM Holdings History
Smead Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, Smead Value Fund held 898,066.00 shares of JPMorgan Chase & Co(JPM), totaling $237.67 Mil. This investment constitutes 4.45% of their stock portfolio, and Smead Value Fund now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Smead Value Fund has made 16 purchases of JPM, at an average price of $135.96, for a total of 1.49 Mil shares. In addition, there have been 11 sales at an average price of $193.78 for 595,120.00 shares. Based on historical transaction data and JPM's current price of $288.75, Smead Value Fund's estimated gain on his JPM holdings is $171.62 Mil, reflecting a 84.54% gain to date.
Smead Value Fund JPM ($288.75) Holding Chart
Smead Value Fund JPM ($288.75) 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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