Number of Shares
128,084.00
Current Holdings Value*
$31.42 Mil
% of Portfolio
1.14%
Total Estimate Gain
$17.90 Mil
% of Total Estimate Gain
26.33%

T. Rowe Price Balanced Fund, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, T. Rowe Price Balanced Fund, Inc. held 128,084.00 shares of JPMorgan Chase & Co(JPM), totaling $31.42 Mil. This investment constitutes 1.14% of their stock portfolio, and T. Rowe Price Balanced Fund, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then T. Rowe Price Balanced Fund, Inc. has made 6 purchases of JPM, at an average price of $125.53, for a total of 541,584.00 shares. In addition, there have been 10 sales at an average price of $120.25 for 413,500.00 shares. Based on historical transaction data and JPM's current price of $282.33, T. Rowe Price Balanced Fund, Inc.'s estimated gain on his JPM holdings is $17.90 Mil, reflecting a 26.33% gain to date.

T. Rowe Price Balanced Fund, Inc. JPM ($282.33) Holding Chart

T. Rowe Price Balanced Fund, Inc. JPM ($282.33) 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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