BRADLEY FOSTER & SARGENT EQUITY FUND JPM Holdings History
BRADLEY FOSTER & SARGENT EQUITY FUND's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, BRADLEY FOSTER & SARGENT EQUITY FUND held 10,000.00 shares of JPMorgan Chase & Co(JPM), totaling $2.65 Mil. This investment constitutes 4.65% of their stock portfolio, and BRADLEY FOSTER & SARGENT EQUITY FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q2. And since then BRADLEY FOSTER & SARGENT EQUITY FUND has made 1 purchases of JPM, at an average price of $101.91, for a total of 12,500.00 shares. In addition, there have been 1 sales at an average price of $103.61 for 2,500.00 shares. Based on historical transaction data and JPM's current price of $282.78, BRADLEY FOSTER & SARGENT EQUITY FUND's estimated gain on his JPM holdings is $1.81 Mil, reflecting a 142.31% gain to date.
BRADLEY FOSTER & SARGENT EQUITY FUND JPM ($282.78) Holding Chart
BRADLEY FOSTER & SARGENT EQUITY FUND JPM ($282.78) 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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