Number of Shares
4,025.00
Current Holdings Value*
$987,330.00
% of Portfolio
2.16%
Total Estimate Gain
$898,793.00
% of Total Estimate Gain
86.23%

TRIBUTARY BALANCED FUND's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, TRIBUTARY BALANCED FUND held 4,025.00 shares of JPMorgan Chase & Co(JPM), totaling $987,330.00. This investment constitutes 2.16% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then TRIBUTARY BALANCED FUND has made 3 purchases of JPM, at an average price of $117.78, for a total of 8,850.00 shares. In addition, there have been 17 sales at an average price of $165.28 for 4,825.00 shares. Based on historical transaction data and JPM's current price of $284.14, TRIBUTARY BALANCED FUND's estimated gain on his JPM holdings is $898,793.00, reflecting a 86.23% gain to date.

TRIBUTARY BALANCED FUND JPM ($284.14) Holding Chart

TRIBUTARY BALANCED FUND JPM ($284.14) 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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