Advisors Capital Total Return - Equity Fund JPM Holdings History
Advisors Capital Total Return - Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Advisors Capital Total Return - Equity Fund held 29,000.00 shares of JPMorgan Chase & Co(JPM), totaling $7.11 Mil. This investment constitutes 2.88% of their stock portfolio, and Advisors Capital Total Return - Equity Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q1. And since then Advisors Capital Total Return - Equity Fund has made 13 purchases of JPM, at an average price of $162.74, for a total of 29,000.00 shares. Based on historical transaction data and JPM's current price of $289.92, Advisors Capital Total Return - Equity Fund's estimated gain on his JPM holdings is $3.69 Mil, reflecting a 78.15% gain to date.
Advisors Capital Total Return - Equity Fund JPM ($289.92) Holding Chart
Advisors Capital Total Return - Equity Fund JPM ($289.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
