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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