TCW Relative Value Dividend Appreciation Fund JPM Holdings History
TCW Relative Value Dividend Appreciation Fund's JPMorgan Chase & Co Holding Summary
As of 2024-04-30, TCW FUNDS INC held 61,263.00 shares of JPMorgan Chase & Co(JPM), totaling $11.75 Mil. This investment constitutes 4.13% of their stock portfolio, and TCW FUNDS INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then TCW Relative Value Dividend Appreciation Fund has made 3 purchases of JPM, at an average price of $158.03, for a total of 75,731.00 shares. In addition, there have been 5 sales at an average price of $157.82 for 14,468.00 shares. Based on historical transaction data and JPM's current price of $288.84, TCW Relative Value Dividend Appreciation Fund's estimated gain on his JPM holdings is $8.01 Mil, reflecting a 66.94% gain to date.
TCW Relative Value Dividend Appreciation Fund JPM ($288.84) Holding Chart
TCW Relative Value Dividend Appreciation Fund JPM ($288.84) 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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