Smead Value Fund JPM Holdings History
Smead Value Fund's JPMorgan Chase & Co Holding Summary
As of 2024-02-29, Smead Value Fund held 1.26 Mil shares of JPMorgan Chase & Co(JPM), totaling $233.63 Mil. This investment constitutes 4.49% of their stock portfolio, and Smead Value Fund now holds 0.04% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Smead Value Fund has made 15 purchases of JPM, at an average price of $132.77, for a total of 1.42 Mil shares. In addition, there have been 8 sales at an average price of $115.58 for 159,770.00 shares. Based on historical transaction data and JPM's current price of $202.88, Smead Value Fund's estimated gain on his JPM holdings is $85.29 Mil, reflecting a 45.38% gain to date.
Smead Value Fund JPM ($202.88) Holding Chart
Smead Value Fund JPM ($202.88) 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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