Brown Shipley& Co Ltd JPM Holdings History

Number of Shares
41,429.00
Current Holdings Value*
$10.16 Mil
% of Portfolio
5.75%
Total Estimate Gain
$7.94 Mil
% of Total Estimate Gain
92.07%

Brown Shipley& Co Ltd's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Brown Shipley& Co Ltd held 41,429.00 shares of JPMorgan Chase & Co(JPM), totaling $10.16 Mil. This investment constitutes 5.75% of their stock portfolio, and Brown Shipley& Co Ltd now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q1. And since then Brown Shipley& Co Ltd has made 3 purchases of JPM, at an average price of $142.20, for a total of 60,643.00 shares. In addition, there have been 5 sales at an average price of $223.77 for 19,214.00 shares. Based on historical transaction data and JPM's current price of $296.00, Brown Shipley& Co Ltd's estimated gain on his JPM holdings is $7.94 Mil, reflecting a 92.07% gain to date.

Brown Shipley& Co Ltd JPM ($296.00) Holding Chart

Brown Shipley& Co Ltd 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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