WP Income Plus Fund JPM Holdings History
Number of Shares
1,350.00
Current Holdings Value*
$153,540.00
% of Portfolio
11.51%
Total Estimate Gain
$182,871.00
% of Total Estimate Gain
86.94%
WP Income Plus Fund's JPMorgan Chase & Co Holding Summary
As of 2022-08-31, WP Trust held 1,350.00 shares of JPMorgan Chase & Co(JPM), totaling $153,540.00. This investment constitutes 11.51% of their stock portfolio, and WP Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and JPM's current price of $291.27, WP Income Plus Fund's estimated gain on his JPM holdings is $182,871.00, reflecting a 86.94% gain to date.
WP Income Plus Fund JPM ($291.27) Holding Chart
WP Income Plus 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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