State Street Balanced Index Fund JPM Holdings History
State Street Balanced Index Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, State Street Balanced Index Fund held 16,333.00 shares of JPMorgan Chase & Co(JPM), totaling $4.01 Mil. This investment constitutes 1.27% of their stock portfolio, and State Street Balanced Index Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then State Street Balanced Index Fund has made 3 purchases of JPM, at an average price of $225.09, for a total of 16,868.00 shares. In addition, there have been 2 sales at an average price of $251.27 for 535.00 shares. Based on historical transaction data and JPM's current price of $286.86, State Street Balanced Index Fund's estimated gain on his JPM holdings is $1.02 Mil, reflecting a 26.94% gain to date.
State Street Balanced Index Fund JPM ($286.86) Holding Chart
State Street Balanced Index Fund JPM ($286.86) 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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