Aristotle Core Equity Fund JPM Holdings History
Aristotle Core Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2023-09-30, Investment Managers Series Trust held 30,525.00 shares of JPMorgan Chase & Co(JPM), totaling $4.43 Mil. This investment constitutes 2.76% of their stock portfolio, and Investment Managers Series Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then Aristotle Core Equity Fund has made 10 purchases of JPM, at an average price of $125.68, for a total of 34,556.00 shares. In addition, there have been 3 sales at an average price of $138.80 for 4,031.00 shares. Based on historical transaction data and JPM's current price of $291.97, Aristotle Core Equity Fund's estimated gain on his JPM holdings is $5.13 Mil, reflecting a 118.10% gain to date.
Aristotle Core Equity Fund JPM ($291.97) Holding Chart
Aristotle Core Equity Fund JPM ($291.97) 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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