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 % |
Top Ranked Articles
- 1