Number of Shares
78,445.00
Current Holdings Value*
$20.97 Mil
% of Portfolio
4.49%
Total Estimate Gain
$7.54 Mil
% of Total Estimate Gain
43.01%

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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