UBS US Dividend Ruler Fund JPM Holdings History
UBS US Dividend Ruler Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, UBS FUNDS held 41,660.00 shares of JPMorgan Chase & Co(JPM), totaling $10.22 Mil. This investment constitutes 4.5% of their stock portfolio, and UBS FUNDS now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. And since then UBS US Dividend Ruler Fund has made 8 purchases of JPM, at an average price of $160.63, for a total of 50,435.00 shares. In addition, there have been 4 sales at an average price of $182.28 for 8,775.00 shares. Based on historical transaction data and JPM's current price of $286.86, UBS US Dividend Ruler Fund's estimated gain on his JPM holdings is $5.45 Mil, reflecting a 67.25% gain to date.
UBS US Dividend Ruler Fund JPM ($286.86) Holding Chart
UBS US Dividend Ruler Fund JPM ($286.86) 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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