US Core Portfolio JPM Holdings History

Number of Shares
81,564.00
Current Holdings Value*
$20.01 Mil
% of Portfolio
5.87%
Total Estimate Gain
$10.09 Mil
% of Total Estimate Gain
66.97%

US Core Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 81,564.00 shares of JPMorgan Chase & Co(JPM), totaling $20.01 Mil. This investment constitutes 5.87% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then US Core Portfolio has made 15 purchases of JPM, at an average price of $153.26, for a total of 98,289.00 shares. In addition, there have been 4 sales at an average price of $121.80 for 16,725.00 shares. Based on historical transaction data and JPM's current price of $283.39, US Core Portfolio's estimated gain on his JPM holdings is $10.09 Mil, reflecting a 66.97% gain to date.

US Core Portfolio JPM ($283.39) Holding Chart

US Core Portfolio JPM ($283.39) 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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