Number of Shares
10,721.00
Current Holdings Value*
$2.63 Mil
% of Portfolio
1.05%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
45.23%

Global Strategist Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND TRUST held 10,721.00 shares of JPMorgan Chase & Co(JPM), totaling $2.63 Mil. This investment constitutes 1.05% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Global Strategist Portfolio has made 7 purchases of JPM, at an average price of $136.81, for a total of 30,267.00 shares. In addition, there have been 11 sales at an average price of $145.33 for 19,546.00 shares. Based on historical transaction data and JPM's current price of $296.00, Global Strategist Portfolio's estimated gain on his JPM holdings is $1.87 Mil, reflecting a 45.23% gain to date.

Global Strategist Portfolio JPM ($296.00) Holding Chart

Global Strategist 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 %

Top Ranked Articles

  • 1