Number of Shares
40,625.00
Current Holdings Value*
$9.97 Mil
% of Portfolio
2.28%
Total Estimate Gain
$10.16 Mil
% of Total Estimate Gain
114.64%

Nicholas Equity Income Fund, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Nicholas Equity Income Fund, Inc. held 40,625.00 shares of JPMorgan Chase & Co(JPM), totaling $9.97 Mil. This investment constitutes 2.28% of their stock portfolio, and Nicholas Equity Income Fund, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Nicholas Equity Income Fund, Inc. has made 1 purchases of JPM, at an average price of $112.17, for a total of 79,000.00 shares. In addition, there have been 6 sales at an average price of $187.28 for 38,375.00 shares. Based on historical transaction data and JPM's current price of $291.27, Nicholas Equity Income Fund, Inc.'s estimated gain on his JPM holdings is $10.16 Mil, reflecting a 114.64% gain to date.

Nicholas Equity Income Fund, Inc. JPM ($291.27) Holding Chart

Nicholas Equity Income Fund, Inc. JPM ($291.27) 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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