Number of Shares
11,340.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
4.79%
Total Estimate Gain
$348,274.59
% of Total Estimate Gain
11.63%

SIMT MULTI-ASSET CAPITAL STABILITY FUND's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 11,340.00 shares of JPMorgan Chase & Co(JPM), totaling $2.78 Mil. This investment constitutes 4.79% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then SIMT MULTI-ASSET CAPITAL STABILITY FUND has made 2 purchases of JPM, at an average price of $248.41, for a total of 12,055.00 shares. In addition, there have been 3 sales at an average price of $142.14 for 715.00 shares. Based on historical transaction data and JPM's current price of $285.82, SIMT MULTI-ASSET CAPITAL STABILITY FUND's estimated gain on his JPM holdings is $348,274.59, reflecting a 11.63% gain to date.

SIMT MULTI-ASSET CAPITAL STABILITY FUND JPM ($285.82) Holding Chart

SIMT MULTI-ASSET CAPITAL STABILITY FUND JPM ($285.82) 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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