JPMorgan Insurance Trust Mid Cap Value Portfolio CMS Holdings History
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 $73.04, JPMorgan Insurance Trust Mid Cap Value Portfolio's estimated gain on his CMS holdings is $1.61 Mil, reflecting a 14.08% gain to date.
JPMorgan Insurance Trust Mid Cap Value Portfolio CMS ($73.04) Holding Chart
JPMorgan Insurance Trust Mid Cap Value Portfolio CMS ($73.04) 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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