Number of Shares
117,920.00
Current Holdings Value*
$7.24 Mil
% of Portfolio
1.7%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
14.63%

JPMorgan Insurance Trust Mid Cap Value Portfolio's CMS Energy Corp Holding Summary

As of 2023-03-31, JPMORGAN INSURANCE TRUST held 117,920.00 shares of CMS Energy Corp(CMS), totaling $7.24 Mil. This investment constitutes 1.7% of their stock portfolio, and JPMORGAN INSURANCE TRUST now holds 0.04% of the outstanding CMS Energy Corp(CMS) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Insurance Trust Mid Cap Value Portfolio has made 6 purchases of CMS, at an average price of $60.85, for a total of 187,730.00 shares. In addition, there have been 3 sales at an average price of $63.30 for 69,810.00 shares. Based on historical transaction data and CMS's current price of $73.58, JPMorgan Insurance Trust Mid Cap Value Portfolio's estimated gain on his CMS holdings is $1.67 Mil, reflecting a 14.63% gain to date.

JPMorgan Insurance Trust Mid Cap Value Portfolio CMS ($73.58) Holding Chart

JPMorgan Insurance Trust Mid Cap Value Portfolio CMS ($73.58) 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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