Number of Shares
75,270.00
Current Holdings Value*
$18.41 Mil
% of Portfolio
4.43%
Total Estimate Gain
$8.78 Mil
% of Total Estimate Gain
50.07%

TCW Relative Value Large Cap Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, TCW FUNDS INC held 75,270.00 shares of JPMorgan Chase & Co(JPM), totaling $18.41 Mil. This investment constitutes 4.43% 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 Large Cap Fund has made 5 purchases of JPM, at an average price of $186.86, for a total of 93,848.00 shares. In addition, there have been 8 sales at an average price of $217.25 for 18,578.00 shares. Based on historical transaction data and JPM's current price of $296.00, TCW Relative Value Large Cap Fund's estimated gain on his JPM holdings is $8.78 Mil, reflecting a 50.07% gain to date.

TCW Relative Value Large Cap Fund JPM ($296.00) Holding Chart

TCW Relative Value Large Cap Fund JPM ($296.00) 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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