Number of Shares
1.48 Mil
Current Holdings Value*
$391.15 Mil
% of Portfolio
1.73%
Total Estimate Gain
$206.66 Mil
% of Total Estimate Gain
88.52%

Vanguard FTSE Social Index Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, VANGUARD WORLD FUND held 1.48 Mil shares of JPMorgan Chase & Co(JPM), totaling $391.15 Mil. This investment constitutes 1.73% of their stock portfolio, and VANGUARD WORLD FUND now holds 0.05% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q1. And since then Vanguard FTSE Social Index Fund has made 8 purchases of JPM, at an average price of $155.95, for a total of 1.50 Mil shares. In addition, there have been 3 sales at an average price of $192.75 for 19,124.00 shares. Based on historical transaction data and JPM's current price of $295.31, Vanguard FTSE Social Index Fund's estimated gain on his JPM holdings is $206.66 Mil, reflecting a 88.52% gain to date.

Vanguard FTSE Social Index Fund JPM ($295.31) Holding Chart

Vanguard FTSE Social Index Fund JPM ($295.31) 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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