BARTLETT & CO. WEALTH MANAGEMENT LLC JPM Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC held 767,328.00 shares of JPMorgan Chase & Co(JPM), totaling $222.46 Mil. This investment constitutes 3.1% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 18 purchases of JPM, at an average price of $117.16, for a total of 835,068.00 shares. In addition, there have been 7 sales at an average price of $202.74 for 67,740.00 shares. Based on historical transaction data and JPM's current price of $291.61, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his JPM holdings is $139.66 Mil, reflecting a 142.74% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC JPM ($291.61) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC JPM ($291.61) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
