Steward Large Cap Value Fund JPM Holdings History
Steward Large Cap Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held 6,200.00 shares of JPMorgan Chase & Co(JPM), totaling $1.52 Mil. This investment constitutes 1.85% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. And since then Steward Large Cap Value Fund has made 8 purchases of JPM, at an average price of $153.90, for a total of 23,700.00 shares. In addition, there have been 4 sales at an average price of $179.90 for 17,500.00 shares. Based on historical transaction data and JPM's current price of $286.55, Steward Large Cap Value Fund's estimated gain on his JPM holdings is $1.28 Mil, reflecting a 35.02% gain to date.
Steward Large Cap Value Fund JPM ($286.55) Holding Chart
Steward Large Cap Value Fund JPM ($286.55) 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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