Brown Shipley& Co Ltd JPM Holdings History

Number of Shares
37,342.00
Current Holdings Value*
$10.83 Mil
% of Portfolio
5.96%
Total Estimate Gain
$7.74 Mil
% of Total Estimate Gain
89.76%

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

As of 2025-06-30, Brown Shipley& Co Ltd held 37,342.00 shares of JPMorgan Chase & Co(JPM), totaling $10.83 Mil. This investment constitutes 5.96% 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 6 sales at an average price of $229.26 for 23,301.00 shares. Based on historical transaction data and JPM's current price of $295.17, Brown Shipley& Co Ltd's estimated gain on his JPM holdings is $7.74 Mil, reflecting a 89.76% gain to date.

Brown Shipley& Co Ltd JPM ($295.17) Holding Chart

Brown Shipley& Co Ltd JPM ($295.17) 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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