Number of Shares
35,630.00
Current Holdings Value*
$8.74 Mil
% of Portfolio
2.17%
Total Estimate Gain
$6.59 Mil
% of Total Estimate Gain
148.67%

BOSTON RESEARCH & MANAGEMENT INC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, BOSTON RESEARCH & MANAGEMENT INC held 35,630.00 shares of JPMorgan Chase & Co(JPM), totaling $8.74 Mil. This investment constitutes 2.17% of their stock portfolio, and BOSTON RESEARCH & MANAGEMENT INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then BOSTON RESEARCH & MANAGEMENT INC has made 17 purchases of JPM, at an average price of $108.32, for a total of 40,952.00 shares. In addition, there have been 9 sales at an average price of $170.87 for 5,322.00 shares. Based on historical transaction data and JPM's current price of $284.06, BOSTON RESEARCH & MANAGEMENT INC's estimated gain on his JPM holdings is $6.59 Mil, reflecting a 148.67% gain to date.

BOSTON RESEARCH & MANAGEMENT INC JPM ($284.06) Holding Chart

BOSTON RESEARCH & MANAGEMENT INC JPM ($284.06) 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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