Number of Shares
45,099.00
Current Holdings Value*
$11.06 Mil
% of Portfolio
3.19%
Total Estimate Gain
$9.85 Mil
% of Total Estimate Gain
114.59%

CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, CITY NATIONAL ROCHDALE FUNDS held 45,099.00 shares of JPMorgan Chase & Co(JPM), totaling $11.06 Mil. This investment constitutes 3.19% of their stock portfolio, and CITY NATIONAL ROCHDALE FUNDS now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. In addition, there have been 4 sales at an average price of $171.88 for 30,901.00 shares. Based on historical transaction data and JPM's current price of $291.27, CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND's estimated gain on his JPM holdings is $9.85 Mil, reflecting a 114.59% gain to date.

CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND JPM ($291.27) Holding Chart

CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND JPM ($291.27) 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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