Number of Shares
250,802.00
Current Holdings Value*
$61.52 Mil
% of Portfolio
1.86%
Total Estimate Gain
$22.71 Mil
% of Total Estimate Gain
35.07%

Venerable US Large Cap Strategic Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Venerable US Large Cap Strategic Equity Fund held 250,802.00 shares of JPMorgan Chase & Co(JPM), totaling $61.52 Mil. This investment constitutes 1.86% of their stock portfolio, and Venerable US Large Cap Strategic Equity Fund now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $247.25 for 56,618.00 shares. Based on historical transaction data and JPM's current price of $292.91, Venerable US Large Cap Strategic Equity Fund's estimated gain on his JPM holdings is $22.71 Mil, reflecting a 35.07% gain to date.

Venerable US Large Cap Strategic Equity Fund JPM ($292.91) Holding Chart

Venerable US Large Cap Strategic Equity Fund JPM ($292.91) 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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