The Institutional Value Equity Portfolio JPM Holdings History
Number of Shares
168,528.00
Current Holdings Value*
$15.17 Mil
% of Portfolio
1.62%
Total Estimate Gain
$29.68 Mil
% of Total Estimate Gain
143.51%
The Institutional Value Equity Portfolio's JPMorgan Chase & Co Holding Summary
As of 2020-03-31, HC CAPITAL TRUST held 168,528.00 shares of JPMorgan Chase & Co(JPM), totaling $15.17 Mil. This investment constitutes 1.62% of their stock portfolio, and HC CAPITAL TRUST now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. In addition, there have been 2 sales at an average price of $125.48 for 14,335.00 shares. Based on historical transaction data and JPM's current price of $288.19, The Institutional Value Equity Portfolio's estimated gain on his JPM holdings is $29.68 Mil, reflecting a 143.51% gain to date.
The Institutional Value Equity Portfolio JPM ($288.19) Holding Chart
The Institutional Value Equity Portfolio JPM ($288.19) 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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