Number of Shares
247,159.00
Current Holdings Value*
$55.69 Mil
% of Portfolio
1.85%
Total Estimate Gain
$101.13 Mil
% of Total Estimate Gain
147.55%

JPMorgan Small Cap Growth Fund's Applied Industrial Technologies Inc Holding Summary

As of 2025-03-31, JPMORGAN TRUST II held 247,159.00 shares of Applied Industrial Technologies Inc(AIT), totaling $55.69 Mil. This investment constitutes 1.85% of their stock portfolio, and JPMORGAN TRUST II now holds 0.65% of the outstanding Applied Industrial Technologies Inc(AIT) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Small Cap Growth Fund has made 9 purchases of AIT, at an average price of $69.37, for a total of 988,004.00 shares. In addition, there have been 12 sales at an average price of $139.97 for 740,845.00 shares. Based on historical transaction data and AIT's current price of $266.90, JPMorgan Small Cap Growth Fund's estimated gain on his AIT holdings is $101.13 Mil, reflecting a 147.55% gain to date.

JPMorgan Small Cap Growth Fund AIT ($266.90) Holding Chart

JPMorgan Small Cap Growth Fund AIT ($266.90) 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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