Barrett Asset Management, LLC JPM Holdings History
Barrett Asset Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2022-03-31, Barrett Asset Management, LLC held 426,470.00 shares of JPMorgan Chase & Co(JPM), totaling $58.14 Mil. This investment constitutes 2.45% of their stock portfolio, and Barrett Asset Management, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Barrett Asset Management, LLC has made 14 purchases of JPM, at an average price of $73.44, for a total of 498,059.00 shares. In addition, there have been 10 sales at an average price of $97.82 for 71,589.00 shares. Based on historical transaction data and JPM's current price of $296.00, Barrett Asset Management, LLC's estimated gain on his JPM holdings is $96.66 Mil, reflecting a 264.26% gain to date.
Barrett Asset Management, LLC JPM ($296.00) Holding Chart
Barrett Asset Management, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
