Global Core Portfolio JPM Holdings History

Number of Shares
8,314.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
5.46%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
90.88%

Global Core Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 8,314.00 shares of JPMorgan Chase & Co(JPM), totaling $2.04 Mil. This investment constitutes 5.46% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Global Core Portfolio has made 12 purchases of JPM, at an average price of $143.77, for a total of 9,395.00 shares. In addition, there have been 5 sales at an average price of $108.54 for 1,081.00 shares. Based on historical transaction data and JPM's current price of $296.00, Global Core Portfolio's estimated gain on his JPM holdings is $1.23 Mil, reflecting a 90.88% gain to date.

Global Core Portfolio JPM ($296.00) Holding Chart

Global Core Portfolio JPM ($296.00) 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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