VALUE FUND JPM Holdings History

Number of Shares
238,773.00
Current Holdings Value*
$58.57 Mil
% of Portfolio
2.77%
Total Estimate Gain
$60.78 Mil
% of Total Estimate Gain
55.88%

VALUE FUND's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, AMERICAN CENTURY CAPITAL PORTFOLIOS INC held 238,773.00 shares of JPMorgan Chase & Co(JPM), totaling $58.57 Mil. This investment constitutes 2.77% of their stock portfolio, and AMERICAN CENTURY CAPITAL PORTFOLIOS INC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then VALUE FUND has made 4 purchases of JPM, at an average price of $116.42, for a total of 934,301.00 shares. In addition, there have been 16 sales at an average price of $146.70 for 695,528.00 shares. Based on historical transaction data and JPM's current price of $282.78, VALUE FUND's estimated gain on his JPM holdings is $60.78 Mil, reflecting a 55.88% gain to date.

VALUE FUND JPM ($282.78) Holding Chart

VALUE FUND JPM ($282.78) 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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