WP Large Cap Income Plus Fund JPM Holdings History
Number of Shares
12,900.00
Current Holdings Value*
$3.41 Mil
% of Portfolio
14.16%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
57.17%
WP Large Cap Income Plus Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, WP Trust held 12,900.00 shares of JPMorgan Chase & Co(JPM), totaling $3.41 Mil. This investment constitutes 14.16% 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. In addition, there have been 2 sales at an average price of $118.94 for 4,300.00 shares. Based on historical transaction data and JPM's current price of $286.86, WP Large Cap Income Plus Fund's estimated gain on his JPM holdings is $1.53 Mil, reflecting a 57.17% gain to date.
WP Large Cap Income Plus Fund JPM ($286.86) Holding Chart
WP Large Cap Income Plus Fund JPM ($286.86) 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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