ALPS | WMC Research Value Fund JPM Holdings History
Number of Shares
14,978.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
4.07%
Total Estimate Gain
$2.86 Mil
% of Total Estimate Gain
95.10%
ALPS | WMC Research Value Fund's JPMorgan Chase & Co Holding Summary
As of 2020-01-31, ALPS | WMC Research Value Fund held 14,978.00 shares of JPMorgan Chase & Co(JPM), totaling $1.98 Mil. This investment constitutes 4.07% of their stock portfolio, and ALPS | WMC Research Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. In addition, there have been 1 sales at an average price of $134.24 for 11,174.00 shares. Based on historical transaction data and JPM's current price of $291.27, ALPS | WMC Research Value Fund's estimated gain on his JPM holdings is $2.86 Mil, reflecting a 95.10% gain to date.
ALPS | WMC Research Value Fund JPM ($291.27) Holding Chart
ALPS | WMC Research Value 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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