Number of Shares
25,619.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
2.31%
Total Estimate Gain
$7.76 Mil
% of Total Estimate Gain
41.47%

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

As of 2025-03-31, STATE STREET INSTITUTIONAL FUNDS held 25,619.00 shares of JPMorgan Chase & Co(JPM), totaling $6.28 Mil. This investment constitutes 2.31% of their stock portfolio, and STATE STREET INSTITUTIONAL FUNDS now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then State Street Institutional U.S. Equity Fund has made 5 purchases of JPM, at an average price of $122.73, for a total of 152,455.00 shares. In addition, there have been 11 sales at an average price of $149.96 for 126,836.00 shares. Based on historical transaction data and JPM's current price of $290.84, State Street Institutional U.S. Equity Fund's estimated gain on his JPM holdings is $7.76 Mil, reflecting a 41.47% gain to date.

State Street Institutional U.S. Equity Fund JPM ($290.84) Holding Chart

State Street Institutional U.S. Equity Fund JPM ($290.84) 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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