Aristotle Core Income Fund JPM Holdings History
Number of Shares
9.80 Mil
Current Holdings Value*
$10.05 Mil
% of Portfolio
40.52%
Total Estimate Gain
$642.58 Mil
% of Total Estimate Gain
29.60%
Aristotle Core Income Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Aristotle Core Income Fund held 9.80 Mil shares of JPMorgan Chase & Co(JPM), totaling $10.05 Mil. This investment constitutes 40.52% of their stock portfolio, and Aristotle Core Income Fund now holds 0.35% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q1. And since then Aristotle Core Income Fund has made 2 purchases of JPM, at an average price of $221.49, for a total of 9.80 Mil shares. Based on historical transaction data and JPM's current price of $287.06, Aristotle Core Income Fund's estimated gain on his JPM holdings is $642.58 Mil, reflecting a 29.60% gain to date.
Aristotle Core Income Fund JPM ($287.06) Holding Chart
Aristotle Core Income Fund JPM ($287.06) 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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