Number of Shares
234,426.00
Current Holdings Value*
$29.79 Mil
% of Portfolio
2.86%
Total Estimate Gain
$39.49 Mil
% of Total Estimate Gain
89.49%

Vanguard U.S. Value Fund's JPMorgan Chase & Co Holding Summary

As of 2020-12-31, VANGUARD MALVERN FUNDS held 234,426.00 shares of JPMorgan Chase & Co(JPM), totaling $29.79 Mil. This investment constitutes 2.86% of their stock portfolio, and VANGUARD MALVERN FUNDS now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $102.27 for 155,665.00 shares. Based on historical transaction data and JPM's current price of $288.75, Vanguard U.S. Value Fund's estimated gain on his JPM holdings is $39.49 Mil, reflecting a 89.49% gain to date.

Vanguard U.S. Value Fund JPM ($288.75) Holding Chart

Vanguard U.S. Value Fund JPM ($288.75) 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 %

Top Ranked Articles

  • 1