WesMark Large Company Fund JPM Holdings History
Number of Shares
33,130.00
Current Holdings Value*
$8.13 Mil
% of Portfolio
2.69%
Total Estimate Gain
$5.01 Mil
% of Total Estimate Gain
110.12%
WesMark Large Company Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, WesMark Large Company Fund held 33,130.00 shares of JPMorgan Chase & Co(JPM), totaling $8.13 Mil. This investment constitutes 2.69% of their stock portfolio, and WesMark Large Company Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q2. And since then WesMark Large Company Fund has made 1 purchases of JPM, at an average price of $137.42, for a total of 33,130.00 shares. Based on historical transaction data and JPM's current price of $288.75, WesMark Large Company Fund's estimated gain on his JPM holdings is $5.01 Mil, reflecting a 110.12% gain to date.
WesMark Large Company Fund JPM ($288.75) Holding Chart
WesMark Large Company Fund JPM ($288.75) 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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