JPMorgan Tax Aware Equity Fund (JPDEX)

1 member of Congress has disclosed 5 trades in JPMorgan Tax Aware Equity Fund (JPDEX) via STOCK Act filings. The most recent disclosure was a sale by Suzanne Bonamici on 11 December 2023. Aggregate disclosed activity totals roughly $156K in sales (midpoint estimates from bracketed disclosure amounts).

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Price data is not available for JPDEX
This ticker may have been delisted, renamed, or is not publicly quoted, so no live price, statistics or chart can be shown. The congressional trades disclosed for it are listed below.

Congressional Trading Activity for JPDEX

5 transactions
Compliance: 0%
Suzanne Bonamici11 Dec 202323 May 2024SaleStock$50,001 - $100,000N/A
Suzanne Bonamici17 Nov 202323 May 2024SaleStock$15,001 - $50,000N/A
Suzanne Bonamici16 Aug 202323 May 2024SaleStock$1,001 - $15,000N/A
Suzanne Bonamici19 May 202323 May 2024SaleStock$1,001 - $15,000N/A
Suzanne Bonamici15 Feb 202323 May 2024SaleStock$15,001 - $50,000N/A

Stock Overview

Market Data

Market Cap

$798.12M

Volume

0

Beta

0.98

P/E Ratio

0.00

Fundamentals

EPS

$0.00

Div. Yield

0.61%

Open

$41.61

Day Range

$41.61 – $41.61

Company Information

Sector
Financial Services
Industry
Asset Management
Exchange
NASDAQ · USD
Country
US
IPO Date
1997-01-30

The fund primarily allocates its investments to equity securities, committing a minimum of 80% of its assets to stocks. While its main focus is on common stocks issued by large and medium-sized U.S. companies, it also has the flexibility to invest up...

No earnings data available for this stock.

Dividends

Dividend History

27 Sept 2023
Amount $0.0778
29 Mar 2023
Amount $0.0720
20 Dec 2022
Amount $0.1020
28 Sept 2022
Amount $0.0760
28 Jun 2022
Amount $0.0620
29 Mar 2022
Amount $0.0400
20 Dec 2021
Amount $0.0480
28 Sept 2021
Amount $0.0470
28 Jun 2021
Amount $0.0440
29 Mar 2021
Amount $0.0450
18 Dec 2020
Amount $0.0700
28 Sept 2020
Amount $0.0750
26 Jun 2020
Amount $0.0780
27 Mar 2020
Amount $0.0640
19 Dec 2019
Amount $0.1120
26 Sept 2019
Amount $0.0860
26 Jun 2019
Amount $0.0880
27 Mar 2019
Amount $0.0740
19 Dec 2018
Amount $0.1210
26 Sept 2018
Amount $0.0820
27 Jun 2018
Amount $0.0840
27 Mar 2018
Amount $0.0490
20 Dec 2017
Amount $0.0980
27 Sept 2017
Amount $0.0740
28 Jun 2017
Amount $0.0760
29 Mar 2017
Amount $0.0490
20 Dec 2016
Amount $0.1280
28 Sept 2016
Amount $0.0810
28 Jun 2016
Amount $0.0800
29 Mar 2016
Amount $0.0650
21 Dec 2015
Amount $0.1010
28 Sept 2015
Amount $0.0690
22 Jul 2015
Amount $0.0040
26 Jun 2015
Amount $0.0720
27 Mar 2015
Amount $0.0700
22 Dec 2014
Amount $0.1130
30 Sept 2014
Amount $0.0760
30 Jun 2014
Amount $0.0770
31 Mar 2014
Amount $0.0660
20 Dec 2013
Amount $0.0760
30 Sept 2013
Amount $0.0670
28 Jun 2013
Amount $0.0680
28 Mar 2013
Amount $0.0590
18 Dec 2012
Amount $0.1730
28 Sept 2012
Amount $0.0670
29 Jun 2012
Amount $0.0500
20 Dec 2011
Amount $0.1330
30 Sept 2011
Amount $0.0560
30 Jun 2011
Amount $0.0580
17 Mar 2011
Amount $0.0470
20 Dec 2010
Amount $0.0620
30 Sept 2010
Amount $0.0550
30 Jun 2010
Amount $0.0500
21 Apr 2010
Amount $0.0030
31 Mar 2010
Amount $0.0390
21 Dec 2009
Amount $0.0610
30 Sept 2009
Amount $0.0420
30 Jun 2009
Amount $0.0400
31 Mar 2009
Amount $0.0640
22 Dec 2008
Amount $0.0910
30 Sept 2008
Amount $0.0900
30 Jun 2008
Amount $0.0740
31 Mar 2008
Amount $0.0750
20 Dec 2007
Amount $0.0850
28 Sept 2007
Amount $0.0740
29 Jun 2007
Amount $0.0650
30 Mar 2007
Amount $0.0610
22 Dec 2006
Amount $0.0740
29 Sept 2006
Amount $0.0630
30 Jun 2006
Amount $0.0490
31 Mar 2006
Amount $0.0520
20 Dec 2005
Amount $0.0700
30 Sept 2005
Amount $0.0490
30 Jun 2005
Amount $0.0380
31 Mar 2005
Amount $0.0410
17 Dec 2004
Amount $0.0990
30 Sept 2004
Amount $0.0460
30 Jun 2004
Amount $0.0410
31 Mar 2004
Amount $0.0380
19 Dec 2003
Amount $0.0500
30 Sept 2003
Amount $0.0380
30 Jun 2003
Amount $0.0300
31 Mar 2003
Amount $0.0390
20 Dec 2002
Amount $0.0440
26 Sept 2002
Amount $0.0400
26 Jun 2002
Amount $0.0310
26 Mar 2002
Amount $0.0280
21 Dec 2001
Amount $0.0900
19 Jul 2001
Amount $0.0200
19 Apr 2001
Amount $0.0100
19 Dec 2000
Amount $0.0490
26 Oct 2000
Amount $0.0300
27 Jul 2000
Amount $0.0300
22 Jun 2000
Amount $0.0400
19 Apr 2000
Amount $0.0300
17 Dec 1999
Amount $0.0550
28 Oct 1999
Amount $0.0400
29 Jul 1999
Amount $0.0400
22 Apr 1999
Amount $0.0200
17 Dec 1998
Amount $0.0490
29 Oct 1998
Amount $0.0300
30 Jul 1998
Amount $0.0300
25 Jun 1998
Amount $0.0400
23 Apr 1998
Amount $0.0200
23 Dec 1997
Amount $0.0840

No stock split data available for this stock.

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Frequently Asked Questions about JPDEX

Which members of Congress have traded JPDEX?
1 member of Congress has disclosed 5 trade in JPMorgan Tax Aware Equity Fund (JPDEX) under the STOCK Act: Suzanne Bonamici.
When was JPDEX most recently disclosed by Congress?
The most recent JPDEX disclosure was a sale by Suzanne Bonamici on 11 December 2023.
What is the total disclosed congressional trading volume for JPDEX?
Members of Congress have disclosed approximately $156K in JPDEX sales (midpoint estimate derived from the bracketed amount ranges used in STOCK Act filings).
How can I track new congressional trades in JPDEX?
This JPDEX page updates as soon as new STOCK Act disclosures are filed for JPMorgan Tax Aware Equity Fund. Every trade, politician, transaction date and amount range is surfaced above, typically within hours of the official filing appearing on the House or Senate disclosure portals.
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