BTR CAPITAL MANAGEMENT INC JPM Holdings History
BTR CAPITAL MANAGEMENT INC's JPMorgan Chase & Co Holding Summary
As of 2022-09-30, BTR CAPITAL MANAGEMENT INC held 175,371.00 shares of JPMorgan Chase & Co(JPM), totaling $18.33 Mil. This investment constitutes 2.86% of their stock portfolio, and BTR CAPITAL MANAGEMENT INC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then BTR CAPITAL MANAGEMENT INC has made 16 purchases of JPM, at an average price of $63.55, for a total of 241,008.00 shares. In addition, there have been 12 sales at an average price of $94.31 for 65,637.00 shares. Based on historical transaction data and JPM's current price of $288.70, BTR CAPITAL MANAGEMENT INC's estimated gain on his JPM holdings is $41.50 Mil, reflecting a 271.00% gain to date.
BTR CAPITAL MANAGEMENT INC JPM ($288.70) Holding Chart
BTR CAPITAL MANAGEMENT INC JPM ($288.70) 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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