Number of Shares
128,915.00
Current Holdings Value*
$31.62 Mil
% of Portfolio
2%
Total Estimate Gain
$24.28 Mil
% of Total Estimate Gain
47.67%

Virtus Income & Growth Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Virtus Income & Growth Fund held 128,915.00 shares of JPMorgan Chase & Co(JPM), totaling $31.62 Mil. This investment constitutes 2% of their stock portfolio, and Virtus Income & Growth Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Virtus Income & Growth Fund has made 2 purchases of JPM, at an average price of $140.50, for a total of 362,525.00 shares. In addition, there have been 6 sales at an average price of $163.53 for 233,610.00 shares. Based on historical transaction data and JPM's current price of $287.11, Virtus Income & Growth Fund's estimated gain on his JPM holdings is $24.28 Mil, reflecting a 47.67% gain to date.

Virtus Income & Growth Fund JPM ($287.11) Holding Chart

Virtus Income & Growth Fund JPM ($287.11) 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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