WHITE OAK SELECT GROWTH FUND JPM Holdings History
WHITE OAK SELECT GROWTH FUND's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, OAK ASSOCIATES FUNDS held 121,957.00 shares of JPMorgan Chase & Co(JPM), totaling $29.83 Mil. This investment constitutes 7.99% of their stock portfolio, and OAK ASSOCIATES FUNDS now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then WHITE OAK SELECT GROWTH FUND has made 1 purchases of JPM, at an average price of $101.02, for a total of 155,565.00 shares. In addition, there have been 3 sales at an average price of $177.41 for 33,608.00 shares. Based on historical transaction data and JPM's current price of $291.27, WHITE OAK SELECT GROWTH FUND's estimated gain on his JPM holdings is $25.77 Mil, reflecting a 163.97% gain to date.
WHITE OAK SELECT GROWTH FUND JPM ($291.27) Holding Chart
WHITE OAK SELECT GROWTH FUND JPM ($291.27) 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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