JOHCM Global Income Builder Fund JPM Holdings History
JOHCM Global Income Builder Fund's JPMorgan Chase & Co Holding Summary
As of 2021-06-30, Advisers Investment Trust held 1,450.00 shares of JPMorgan Chase & Co(JPM), totaling $41,800.00. This investment constitutes 0.06% of their stock portfolio, and Advisers Investment Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then JOHCM Global Income Builder Fund has made 5 purchases of JPM, at an average price of $110.32, for a total of 9,404.00 shares. In addition, there have been 2 sales at an average price of $153.00 for 7,954.00 shares. Based on historical transaction data and JPM's current price of $289.90, JOHCM Global Income Builder Fund's estimated gain on his JPM holdings is $599,816.78, reflecting a 57.81% gain to date.
JOHCM Global Income Builder Fund JPM ($289.90) Holding Chart
JOHCM Global Income Builder Fund JPM ($289.90) 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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