Number of Shares
98,089.00
Current Holdings Value*
$24.06 Mil
% of Portfolio
1.86%
Total Estimate Gain
$32.32 Mil
% of Total Estimate Gain
80.63%

SIMT LARGE CAP VALUE FUND's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 98,089.00 shares of JPMorgan Chase & Co(JPM), totaling $24.06 Mil. This investment constitutes 1.86% 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 2019Q3. And since then SIMT LARGE CAP VALUE FUND has made 1 purchases of JPM, at an average price of $112.61, for a total of 355,929.00 shares. In addition, there have been 9 sales at an average price of $170.49 for 257,840.00 shares. Based on historical transaction data and JPM's current price of $289.90, SIMT LARGE CAP VALUE FUND's estimated gain on his JPM holdings is $32.32 Mil, reflecting a 80.63% gain to date.

SIMT LARGE CAP VALUE FUND JPM ($289.90) Holding Chart

SIMT LARGE CAP VALUE FUND JPM ($289.90) 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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