VP Disciplined Core Value Fund JPM Holdings History
VP Disciplined Core Value Fund's JPMorgan Chase & Co Holding Summary
As of 2024-03-31, VP Disciplined Core Value Fund held 72,051.00 shares of JPMorgan Chase & Co(JPM), totaling $14.43 Mil. This investment constitutes 4.11% of their stock portfolio, and VP Disciplined Core Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then VP Disciplined Core Value Fund has made 8 purchases of JPM, at an average price of $115.90, for a total of 182,718.00 shares. In addition, there have been 7 sales at an average price of $128.91 for 110,667.00 shares. Based on historical transaction data and JPM's current price of $286.30, VP Disciplined Core Value Fund's estimated gain on his JPM holdings is $13.72 Mil, reflecting a 64.77% gain to date.
VP Disciplined Core Value Fund JPM ($286.30) Holding Chart
VP Disciplined Core Value Fund JPM ($286.30) 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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