Wasatch Global Value Fund JPM Holdings History
Wasatch Global Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, WASATCH FUNDS TRUST held 18,500.00 shares of JPMorgan Chase & Co(JPM), totaling $4.54 Mil. This investment constitutes 3.52% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then Wasatch Global Value Fund has made 6 purchases of JPM, at an average price of $120.28, for a total of 35,000.00 shares. In addition, there have been 8 sales at an average price of $175.39 for 16,500.00 shares. Based on historical transaction data and JPM's current price of $291.97, Wasatch Global Value Fund's estimated gain on his JPM holdings is $4.09 Mil, reflecting a 97.04% gain to date.
Wasatch Global Value Fund JPM ($291.97) Holding Chart
Wasatch Global Value Fund JPM ($291.97) 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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