Number of Shares
472,208.00
Current Holdings Value*
$115.83 Mil
% of Portfolio
2.3%
Total Estimate Gain
$44.93 Mil
% of Total Estimate Gain
15.41%

State Street U.S. Core Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, STATE STREET INSTITUTIONAL INVESTMENT TRUST held 472,208.00 shares of JPMorgan Chase & Co(JPM), totaling $115.83 Mil. This investment constitutes 2.3% of their stock portfolio, and STATE STREET INSTITUTIONAL INVESTMENT TRUST now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then State Street U.S. Core Equity Fund has made 4 purchases of JPM, at an average price of $168.59, for a total of 1.73 Mil shares. In addition, there have been 9 sales at an average price of $159.40 for 1.26 Mil shares. Based on historical transaction data and JPM's current price of $288.19, State Street U.S. Core Equity Fund's estimated gain on his JPM holdings is $44.93 Mil, reflecting a 15.41% gain to date.

State Street U.S. Core Equity Fund JPM ($288.19) Holding Chart

State Street U.S. Core Equity Fund JPM ($288.19) 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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