TRIBUTARY BALANCED FUND JPM Holdings History
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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