Zacks Dividend Fund JPM Holdings History
Zacks Dividend Fund's JPMorgan Chase & Co Holding Summary
As of 2023-11-30, Investment Managers Series Trust held 37,891.00 shares of JPMorgan Chase & Co(JPM), totaling $5.91 Mil. This investment constitutes 3.8% of their stock portfolio, and Investment Managers Series Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q2. And since then Zacks Dividend Fund has made 10 purchases of JPM, at an average price of $116.21, for a total of 49,228.00 shares. In addition, there have been 3 sales at an average price of $135.40 for 11,337.00 shares. Based on historical transaction data and JPM's current price of $296.55, Zacks Dividend Fund's estimated gain on his JPM holdings is $7.05 Mil, reflecting a 123.25% gain to date.
Zacks Dividend Fund JPM ($296.55) Holding Chart
Zacks Dividend Fund JPM ($296.55) 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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