Number of Shares
2.60 Mil
Current Holdings Value*
$194.98 Mil
% of Portfolio
1.61%
Total Estimate Gain
$32.43 Mil
% of Total Estimate Gain
8.27%

JPMorgan Mid Cap Value Fund's CMS Energy Corp Holding Summary

As of 2025-03-31, JP MORGAN FLEMING MUTUAL FUND GROUP INC held 2.60 Mil shares of CMS Energy Corp(CMS), totaling $194.98 Mil. This investment constitutes 1.61% of their stock portfolio, and JP MORGAN FLEMING MUTUAL FUND GROUP INC now holds 0.87% of the outstanding CMS Energy Corp(CMS) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Mid Cap Value Fund has made 5 purchases of CMS, at an average price of $60.80, for a total of 6.45 Mil shares. In addition, there have been 11 sales at an average price of $62.78 for 3.86 Mil shares. Based on historical transaction data and CMS's current price of $70.35, JPMorgan Mid Cap Value Fund's estimated gain on his CMS holdings is $32.43 Mil, reflecting a 8.27% gain to date.

JPMorgan Mid Cap Value Fund CMS ($70.35) Holding Chart

JPMorgan Mid Cap Value Fund CMS ($70.35) 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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