Number of Shares
16,245.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
0.96%
Total Estimate Gain
$2.85 Mil
% of Total Estimate Gain
73.55%

BURKE & HERBERT BANK & TRUST CO's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, BURKE & HERBERT BANK & TRUST CO held 16,245.00 shares of JPMorgan Chase & Co(JPM), totaling $3.98 Mil. This investment constitutes 0.96% of their stock portfolio, and BURKE & HERBERT BANK & TRUST CO now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then BURKE & HERBERT BANK & TRUST CO has made 11 purchases of JPM, at an average price of $133.44, for a total of 29,001.00 shares. In addition, there have been 20 sales at an average price of $149.54 for 12,756.00 shares. Based on historical transaction data and JPM's current price of $296.00, BURKE & HERBERT BANK & TRUST CO's estimated gain on his JPM holdings is $2.85 Mil, reflecting a 73.55% gain to date.

BURKE & HERBERT BANK & TRUST CO JPM ($296.00) Holding Chart

BURKE & HERBERT BANK & TRUST CO JPM ($296.00) 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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