X-Square Balanced Fund JPM Holdings History
X-Square Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, X-Square Balanced Fund held 3,982.00 shares of JPMorgan Chase & Co(JPM), totaling $976,780.00. This investment constitutes 2.29% of their stock portfolio, and X-Square Balanced Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then X-Square Balanced Fund has made 14 purchases of JPM, at an average price of $151.11, for a total of 4,275.00 shares. In addition, there have been 1 sales at an average price of $137.02 for 293.00 shares. Based on historical transaction data and JPM's current price of $291.27, X-Square Balanced Fund's estimated gain on his JPM holdings is $554,006.17, reflecting a 85.76% gain to date.
X-Square Balanced Fund JPM ($291.27) Holding Chart
X-Square Balanced 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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