Sphere 500 Climate Fund JPM Holdings History
Sphere 500 Climate Fund's JPMorgan Chase & Co Holding Summary
As of 2024-03-31, Sphere 500 Climate Fund held 593.00 shares of JPMorgan Chase & Co(JPM), totaling $118,780.00. This investment constitutes 1.47% of their stock portfolio, and Sphere 500 Climate Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Sphere 500 Climate Fund has made 7 purchases of JPM, at an average price of $143.49, for a total of 617.00 shares. In addition, there have been 1 sales at an average price of $151.54 for 24.00 shares. Based on historical transaction data and JPM's current price of $291.27, Sphere 500 Climate Fund's estimated gain on his JPM holdings is $87,826.76, reflecting a 99.20% gain to date.
Sphere 500 Climate Fund JPM ($291.27) Holding Chart
Sphere 500 Climate 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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