Victory Value Fund JPM Holdings History

Number of Shares
120,731.00
Current Holdings Value*
$29.53 Mil
% of Portfolio
2.5%
Total Estimate Gain
$31.90 Mil
% of Total Estimate Gain
77.33%

Victory Value Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, Victory Value Fund held 120,731.00 shares of JPMorgan Chase & Co(JPM), totaling $29.53 Mil. This investment constitutes 2.5% of their stock portfolio, and Victory Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Victory Value Fund has made 5 purchases of JPM, at an average price of $117.98, for a total of 349,656.00 shares. In addition, there have been 8 sales at an average price of $163.63 for 228,925.00 shares. Based on historical transaction data and JPM's current price of $295.62, Victory Value Fund's estimated gain on his JPM holdings is $31.90 Mil, reflecting a 77.33% gain to date.

Victory Value Fund JPM ($295.62) Holding Chart

Victory Value Fund JPM ($295.62) 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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