Number of Shares
8,100.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
3.4%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
74.20%

CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND held 8,100.00 shares of JPMorgan Chase & Co(JPM), totaling $1.99 Mil. This investment constitutes 3.4% of their stock portfolio, and CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q3. In addition, there have been 1 sales at an average price of $180.44 for 3,500.00 shares. Based on historical transaction data and JPM's current price of $296.00, CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND's estimated gain on his JPM holdings is $1.29 Mil, reflecting a 74.20% gain to date.

CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND JPM ($296.00) Holding Chart

CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND JPM ($296.00) 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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