WCM Quality Dividend Growth Fund JPM Holdings History
WCM Quality Dividend Growth Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, WCM Quality Dividend Growth Fund held 383.00 shares of JPMorgan Chase & Co(JPM), totaling $93,950.00. This investment constitutes 4.97% of their stock portfolio, and WCM Quality Dividend Growth Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q3. And since then WCM Quality Dividend Growth Fund has made 3 purchases of JPM, at an average price of $158.39, for a total of 1,589.00 shares. In addition, there have been 3 sales at an average price of $234.22 for 1,206.00 shares. Based on historical transaction data and JPM's current price of $288.93, WCM Quality Dividend Growth Fund's estimated gain on his JPM holdings is $141,441.45, reflecting a 56.20% gain to date.
WCM Quality Dividend Growth Fund JPM ($288.93) Holding Chart
WCM Quality Dividend Growth Fund JPM ($288.93) 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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