Number of Shares
3,306.00
Current Holdings Value*
$874,930.00
% of Portfolio
3.75%
Total Estimate Gain
$714,097.34
% of Total Estimate Gain
75.14%

Victory Cornerstone Moderately Conservative Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, Victory Cornerstone Moderately Conservative Fund held 3,306.00 shares of JPMorgan Chase & Co(JPM), totaling $874,930.00. This investment constitutes 3.75% of their stock portfolio, and Victory Cornerstone Moderately Conservative Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Victory Cornerstone Moderately Conservative Fund has made 6 purchases of JPM, at an average price of $126.70, for a total of 7,501.00 shares. In addition, there have been 7 sales at an average price of $163.81 for 4,195.00 shares. Based on historical transaction data and JPM's current price of $295.61, Victory Cornerstone Moderately Conservative Fund's estimated gain on his JPM holdings is $714,097.34, reflecting a 75.14% gain to date.

Victory Cornerstone Moderately Conservative Fund JPM ($295.61) Holding Chart

Victory Cornerstone Moderately Conservative Fund JPM ($295.61) 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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