Number of Shares
169,325.00
Current Holdings Value*
$35.71 Mil
% of Portfolio
1.23%
Total Estimate Gain
$53.59 Mil
% of Total Estimate Gain
143.84%

CHARTWELL INVESTMENT PARTNERS, LLC's JPMorgan Chase & Co Holding Summary

As of 2024-09-30, CHARTWELL INVESTMENT PARTNERS, LLC held 169,325.00 shares of JPMorgan Chase & Co(JPM), totaling $35.71 Mil. This investment constitutes 1.23% of their stock portfolio, and CHARTWELL INVESTMENT PARTNERS, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q2. And since then CHARTWELL INVESTMENT PARTNERS, LLC has made 13 purchases of JPM, at an average price of $66.52, for a total of 560,105.00 shares. In addition, there have been 19 sales at an average price of $109.41 for 390,780.00 shares. Based on historical transaction data and JPM's current price of $284.06, CHARTWELL INVESTMENT PARTNERS, LLC's estimated gain on his JPM holdings is $53.59 Mil, reflecting a 143.84% gain to date.

CHARTWELL INVESTMENT PARTNERS, LLC JPM ($284.06) Holding Chart

CHARTWELL INVESTMENT PARTNERS, LLC JPM ($284.06) 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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