Evercore Equity Fund JPM Holdings History

Number of Shares
74,515.00
Current Holdings Value*
$18.28 Mil
% of Portfolio
4.08%
Total Estimate Gain
$12.69 Mil
% of Total Estimate Gain
141.18%

Evercore Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Wall Street EWM Funds Trust held 74,515.00 shares of JPMorgan Chase & Co(JPM), totaling $18.28 Mil. This investment constitutes 4.08% of their stock portfolio, and Wall Street EWM Funds Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q3. And since then Evercore Equity Fund has made 9 purchases of JPM, at an average price of $120.64, for a total of 74,515.00 shares. Based on historical transaction data and JPM's current price of $290.97, Evercore Equity Fund's estimated gain on his JPM holdings is $12.69 Mil, reflecting a 141.18% gain to date.

Evercore Equity Fund JPM ($290.97) Holding Chart

Evercore Equity Fund JPM ($290.97) 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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