Number of Shares
48,197.00
Current Holdings Value*
$11.79 Mil
% of Portfolio
3.6%
Total Estimate Gain
$6.85 Mil
% of Total Estimate Gain
52.17%

CIBC ATLAS EQUITY INCOME FUND's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, ADVISORS' INNER CIRCLE FUND held 48,197.00 shares of JPMorgan Chase & Co(JPM), totaling $11.79 Mil. This investment constitutes 3.6% of their stock portfolio, and ADVISORS' INNER CIRCLE FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then CIBC ATLAS EQUITY INCOME FUND has made 9 purchases of JPM, at an average price of $141.82, for a total of 92,623.00 shares. In addition, there have been 7 sales at an average price of $128.82 for 44,426.00 shares. Based on historical transaction data and JPM's current price of $296.00, CIBC ATLAS EQUITY INCOME FUND's estimated gain on his JPM holdings is $6.85 Mil, reflecting a 52.17% gain to date.

CIBC ATLAS EQUITY INCOME FUND JPM ($296.00) Holding Chart

CIBC ATLAS EQUITY INCOME 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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