TCW Relative Value Large Cap Fund JPM Holdings History
TCW Relative Value Large Cap Fund's JPMorgan Chase & Co Holding Summary
As of 2025-01-31, TCW FUNDS INC held 78,445.00 shares of JPMorgan Chase & Co(JPM), totaling $20.97 Mil. This investment constitutes 4.49% 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 7 sales at an average price of $210.91 for 15,403.00 shares. Based on historical transaction data and JPM's current price of $278.27, TCW Relative Value Large Cap Fund's estimated gain on his JPM holdings is $7.54 Mil, reflecting a 43.01% gain to date.
TCW Relative Value Large Cap Fund JPM ($278.27) Holding Chart
TCW Relative Value Large Cap Fund JPM ($278.27) 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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