Number of Shares
167,880.00
Current Holdings Value*
$41.18 Mil
% of Portfolio
3.55%
Total Estimate Gain
$35.06 Mil
% of Total Estimate Gain
180.15%

Blue Chip Partners, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Blue Chip Partners, LLC held 167,880.00 shares of JPMorgan Chase & Co(JPM), totaling $41.18 Mil. This investment constitutes 3.55% of their stock portfolio, and Blue Chip Partners, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q4. And since then Blue Chip Partners, LLC has made 23 purchases of JPM, at an average price of $97.64, for a total of 199,339.00 shares. In addition, there have been 8 sales at an average price of $167.99 for 31,459.00 shares. Based on historical transaction data and JPM's current price of $293.33, Blue Chip Partners, LLC's estimated gain on his JPM holdings is $35.06 Mil, reflecting a 180.15% gain to date.

Blue Chip Partners, LLC JPM ($293.33) Holding Chart

Blue Chip Partners, LLC JPM ($293.33) 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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