Number of Shares
12,756.00
Current Holdings Value*
$3.13 Mil
% of Portfolio
2.7%
Total Estimate Gain
$1.77 Mil
% of Total Estimate Gain
61.78%

Global Atlantic Franklin Dividend and Income Managed Risk Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Global Atlantic Franklin Dividend and Income Managed Risk Portfolio held 12,756.00 shares of JPMorgan Chase & Co(JPM), totaling $3.13 Mil. This investment constitutes 2.7% of their stock portfolio, and Global Atlantic Franklin Dividend and Income Managed Risk Portfolio now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q1. And since then Global Atlantic Franklin Dividend and Income Managed Risk Portfolio has made 5 purchases of JPM, at an average price of $151.98, for a total of 18,877.00 shares. In addition, there have been 11 sales at an average price of $156.62 for 6,121.00 shares. Based on historical transaction data and JPM's current price of $288.70, Global Atlantic Franklin Dividend and Income Managed Risk Portfolio's estimated gain on his JPM holdings is $1.77 Mil, reflecting a 61.78% gain to date.

Global Atlantic Franklin Dividend and Income Managed Risk Portfolio JPM ($288.70) Holding Chart

Global Atlantic Franklin Dividend and Income Managed Risk Portfolio JPM ($288.70) 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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