Number of Shares
10,000.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
4.65%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
142.31%

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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