Zacks Dividend Fund JPM Holdings History

Number of Shares
37,891.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
3.8%
Total Estimate Gain
$7.06 Mil
% of Total Estimate Gain
123.39%

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 $296.76, Zacks Dividend Fund's estimated gain on his JPM holdings is $7.06 Mil, reflecting a 123.39% gain to date.

Zacks Dividend Fund JPM ($296.76) Holding Chart

Zacks Dividend Fund JPM ($296.76) 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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