Virtus Global Allocation Fund JPM Holdings History
Virtus Global Allocation Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Virtus Global Allocation Fund held 2,239.00 shares of JPMorgan Chase & Co(JPM), totaling $549,230.00. This investment constitutes 1.22% of their stock portfolio, and Virtus Global Allocation Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Virtus Global Allocation Fund has made 1 purchases of JPM, at an average price of $209.37, for a total of 2,360.00 shares. In addition, there have been 2 sales at an average price of $183.05 for 121.00 shares. Based on historical transaction data and JPM's current price of $286.55, Virtus Global Allocation Fund's estimated gain on his JPM holdings is $169,612.55, reflecting a 34.33% gain to date.
Virtus Global Allocation Fund JPM ($286.55) Holding Chart
Virtus Global Allocation Fund JPM ($286.55) 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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