Number of Shares
8.81 Mil
Current Holdings Value*
$2.16 Bil
% of Portfolio
3.8%
Total Estimate Gain
$2.00 Bil
% of Total Estimate Gain
87.02%

Vanguard Equity Income Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, VANGUARD FENWAY FUNDS held 8.81 Mil shares of JPMorgan Chase & Co(JPM), totaling $2.16 Bil. This investment constitutes 3.8% of their stock portfolio, and VANGUARD FENWAY FUNDS now holds 0.32% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Vanguard Equity Income Fund has made 8 purchases of JPM, at an average price of $120.84, for a total of 19.01 Mil shares. In addition, there have been 13 sales at an average price of $165.00 for 10.19 Mil shares. Based on historical transaction data and JPM's current price of $296.55, Vanguard Equity Income Fund's estimated gain on his JPM holdings is $2.00 Bil, reflecting a 87.02% gain to date.

Vanguard Equity Income Fund JPM ($296.55) Holding Chart

Vanguard Equity Income Fund JPM ($296.55) 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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