U.S. Quality ESG Fund JPM Holdings History
U.S. Quality ESG Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, U.S. Quality ESG Fund held 42,050.00 shares of JPMorgan Chase & Co(JPM), totaling $10.31 Mil. This investment constitutes 2.12% of their stock portfolio, and U.S. Quality ESG Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then U.S. Quality ESG Fund has made 9 purchases of JPM, at an average price of $148.14, for a total of 101,729.00 shares. In addition, there have been 5 sales at an average price of $138.39 for 59,679.00 shares. Based on historical transaction data and JPM's current price of $288.44, U.S. Quality ESG Fund's estimated gain on his JPM holdings is $5.32 Mil, reflecting a 35.28% gain to date.
U.S. Quality ESG Fund JPM ($288.44) Holding Chart
U.S. Quality ESG Fund JPM ($288.44) 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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