LSV CONSERVATIVE VALUE EQUITY FUND JPM Holdings History
LSV CONSERVATIVE VALUE EQUITY FUND's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, ADVISORS' INNER CIRCLE FUND held 17,300.00 shares of JPMorgan Chase & Co(JPM), totaling $4.23 Mil. This investment constitutes 3.45% of their stock portfolio, and ADVISORS' INNER CIRCLE FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then LSV CONSERVATIVE VALUE EQUITY FUND has made 4 purchases of JPM, at an average price of $123.19, for a total of 32,400.00 shares. In addition, there have been 8 sales at an average price of $154.55 for 15,100.00 shares. Based on historical transaction data and JPM's current price of $286.86, LSV CONSERVATIVE VALUE EQUITY FUND's estimated gain on his JPM holdings is $3.30 Mil, reflecting a 82.80% gain to date.
LSV CONSERVATIVE VALUE EQUITY FUND JPM ($286.86) Holding Chart
LSV CONSERVATIVE VALUE EQUITY FUND JPM ($286.86) 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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