Number of Shares
3.25 Mil
Current Holdings Value*
$704.85 Mil
% of Portfolio
1.49%
Total Estimate Gain
$794.82 Mil
% of Total Estimate Gain
72.00%

CIBC Private Wealth Group LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, CIBC Private Wealth Group LLC held 3.25 Mil shares of JPMorgan Chase & Co(JPM), totaling $704.85 Mil. This investment constitutes 1.49% of their stock portfolio, and CIBC Private Wealth Group LLC now holds 0.12% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then CIBC Private Wealth Group LLC has made 18 purchases of JPM, at an average price of $108.16, for a total of 10.21 Mil shares. In addition, there have been 16 sales at an average price of $136.89 for 6.96 Mil shares. Based on historical transaction data and JPM's current price of $291.24, CIBC Private Wealth Group LLC's estimated gain on his JPM holdings is $794.82 Mil, reflecting a 72.00% gain to date.

CIBC Private Wealth Group LLC JPM ($291.24) Holding Chart

CIBC Private Wealth Group LLC JPM ($291.24) 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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