Systematic Core Fund JPM Holdings History

Number of Shares
32,381.00
Current Holdings Value*
$8.57 Mil
% of Portfolio
1.44%
Total Estimate Gain
$4.14 Mil
% of Total Estimate Gain
63.68%

Systematic Core Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, Systematic Core Fund held 32,381.00 shares of JPMorgan Chase & Co(JPM), totaling $8.57 Mil. This investment constitutes 1.44% of their stock portfolio, and Systematic Core Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q1. In addition, there have been 4 sales at an average price of $134.45 for 9,363.00 shares. Based on historical transaction data and JPM's current price of $289.90, Systematic Core Fund's estimated gain on his JPM holdings is $4.14 Mil, reflecting a 63.68% gain to date.

Systematic Core Fund JPM ($289.90) Holding Chart

Systematic Core Fund JPM ($289.90) 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 %

Top Ranked Articles

  • 1