CARRET ASSET MANAGEMENT, LLC JPM Holdings History
CARRET ASSET MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, CARRET ASSET MANAGEMENT, LLC held 147,339.00 shares of JPMorgan Chase & Co(JPM), totaling $36.14 Mil. This investment constitutes 4.14% of their stock portfolio, and CARRET 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 CARRET ASSET MANAGEMENT, LLC has made 9 purchases of JPM, at an average price of $59.20, for a total of 214,797.00 shares. In addition, there have been 27 sales at an average price of $123.50 for 67,458.00 shares. Based on historical transaction data and JPM's current price of $290.97, CARRET ASSET MANAGEMENT, LLC's estimated gain on his JPM holdings is $38.49 Mil, reflecting a 302.64% gain to date.
CARRET ASSET MANAGEMENT, LLC JPM ($290.97) Holding Chart
CARRET ASSET MANAGEMENT, LLC JPM ($290.97) 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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