Archer Multi Cap Fund JPM Holdings History

Number of Shares
629.00
Current Holdings Value*
$166,460.00
% of Portfolio
1.9%
Total Estimate Gain
$105,172.52
% of Total Estimate Gain
84.78%

Archer Multi Cap Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, ARCHER INVESTMENT SERIES TRUST held 629.00 shares of JPMorgan Chase & Co(JPM), totaling $166,460.00. This investment constitutes 1.9% of their stock portfolio, and ARCHER INVESTMENT SERIES TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q3. And since then Archer Multi Cap Fund has made 5 purchases of JPM, at an average price of $141.13, for a total of 879.00 shares. In addition, there have been 1 sales at an average price of $170.79 for 250.00 shares. Based on historical transaction data and JPM's current price of $296.55, Archer Multi Cap Fund's estimated gain on his JPM holdings is $105,172.52, reflecting a 84.78% gain to date.

Archer Multi Cap Fund JPM ($296.55) Holding Chart

Archer Multi Cap Fund JPM ($296.55) 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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