JPMorgan Insurance Trust Small Cap Core Portfolio ADC Holdings History
JPMorgan Insurance Trust Small Cap Core Portfolio's Agree Realty Corp Holding Summary
As of 2023-03-31, JPMORGAN INSURANCE TRUST held 23,904.00 shares of Agree Realty Corp(ADC), totaling $1.64 Mil. This investment constitutes 1.01% of their stock portfolio, and JPMORGAN INSURANCE TRUST now holds 0.03% of the outstanding Agree Realty Corp(ADC) stock.
The initial trade took place in 2020Q4. And since then JPMorgan Insurance Trust Small Cap Core Portfolio has made 4 purchases of ADC, at an average price of $69.61, for a total of 24,404.00 shares. In addition, there have been 3 sales at an average price of $67.02 for 500.00 shares. Based on historical transaction data and ADC's current price of $73.79, JPMorgan Insurance Trust Small Cap Core Portfolio's estimated gain on his ADC holdings is $98,668.60, reflecting a 5.81% gain to date.
JPMorgan Insurance Trust Small Cap Core Portfolio ADC ($73.79) Holding Chart
JPMorgan Insurance Trust Small Cap Core Portfolio ADC ($73.79) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
