Sustainable Aware Equity Fund JPM Holdings History
Sustainable Aware Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, Sustainable Aware Equity Fund held 5,823.00 shares of JPMorgan Chase & Co(JPM), totaling $1.42 Mil. This investment constitutes 0.97% of their stock portfolio, and Sustainable Aware Equity Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Sustainable Aware Equity Fund has made 5 purchases of JPM, at an average price of $181.42, for a total of 13,006.00 shares. In addition, there have been 7 sales at an average price of $135.73 for 7,183.00 shares. Based on historical transaction data and JPM's current price of $296.76, Sustainable Aware Equity Fund's estimated gain on his JPM holdings is $343,425.36, reflecting a 14.55% gain to date.
Sustainable Aware Equity Fund JPM ($296.76) Holding Chart
Sustainable Aware Equity Fund JPM ($296.76) 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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