THE HARTFORD BALANCED INCOME FUND JPM Holdings History
THE HARTFORD BALANCED INCOME FUND's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, THE HARTFORD BALANCED INCOME FUND held 523,557.00 shares of JPMorgan Chase & Co(JPM), totaling $128.07 Mil. This investment constitutes 2.53% of their stock portfolio, and THE HARTFORD BALANCED INCOME FUND now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then THE HARTFORD BALANCED INCOME FUND has made 9 purchases of JPM, at an average price of $135.42, for a total of 3.60 Mil shares. In addition, there have been 11 sales at an average price of $154.78 for 3.08 Mil shares. Based on historical transaction data and JPM's current price of $296.76, THE HARTFORD BALANCED INCOME FUND's estimated gain on his JPM holdings is $144.03 Mil, reflecting a 29.54% gain to date.
THE HARTFORD BALANCED INCOME FUND JPM ($296.76) Holding Chart
THE HARTFORD BALANCED INCOME FUND JPM ($296.76) 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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