Number of Shares
20,956.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
1.16%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
40.49%

Destinations Equity Income Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, Brinker Capital Destinations Trust held 20,956.00 shares of JPMorgan Chase & Co(JPM), totaling $5.55 Mil. This investment constitutes 1.16% of their stock portfolio, and Brinker Capital Destinations Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q1. And since then Destinations Equity Income Fund has made 3 purchases of JPM, at an average price of $132.35, for a total of 105,439.00 shares. In addition, there have been 10 sales at an average price of $162.29 for 84,483.00 shares. Based on historical transaction data and JPM's current price of $281.26, Destinations Equity Income Fund's estimated gain on his JPM holdings is $5.65 Mil, reflecting a 40.49% gain to date.

Destinations Equity Income Fund JPM ($281.26) Holding Chart

Destinations Equity Income Fund JPM ($281.26) 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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