The Value Equity Portfolio JPM Holdings History
Number of Shares
43,881.00
Current Holdings Value*
$8.79 Mil
% of Portfolio
1.17%
Total Estimate Gain
$8.21 Mil
% of Total Estimate Gain
109.03%
The Value Equity Portfolio's JPMorgan Chase & Co Holding Summary
As of 2024-03-31, HC CAPITAL TRUST held 43,881.00 shares of JPMorgan Chase & Co(JPM), totaling $8.79 Mil. This investment constitutes 1.17% of their stock portfolio, and HC CAPITAL TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $130.25 for 22,661.00 shares. Based on historical transaction data and JPM's current price of $291.27, The Value Equity Portfolio's estimated gain on his JPM holdings is $8.21 Mil, reflecting a 109.03% gain to date.
The Value Equity Portfolio JPM ($291.27) Holding Chart
The Value Equity Portfolio 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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