BARR E S & CO JPM Holdings History

Number of Shares
407,384.00
Current Holdings Value*
$99.93 Mil
% of Portfolio
6.07%
Total Estimate Gain
$87.13 Mil
% of Total Estimate Gain
70.42%

BARR E S & CO's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, BARR E S & CO held 407,384.00 shares of JPMorgan Chase & Co(JPM), totaling $99.93 Mil. This investment constitutes 6.07% of their stock portfolio, and BARR E S & CO now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then BARR E S & CO has made 15 purchases of JPM, at an average price of $127.80, for a total of 968,282.00 shares. In addition, there have been 20 sales at an average price of $160.98 for 560,898.00 shares. Based on historical transaction data and JPM's current price of $296.00, BARR E S & CO's estimated gain on his JPM holdings is $87.13 Mil, reflecting a 70.42% gain to date.

BARR E S & CO JPM ($296.00) Holding Chart

BARR E S & CO JPM ($296.00) 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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