Number of Shares
170,147.00
Current Holdings Value*
$49.33 Mil
% of Portfolio
2.2%
Total Estimate Gain
$39.43 Mil
% of Total Estimate Gain
132.24%

Chesley Taft & Associates LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Chesley Taft & Associates LLC held 170,147.00 shares of JPMorgan Chase & Co(JPM), totaling $49.33 Mil. This investment constitutes 2.2% of their stock portfolio, and Chesley Taft & Associates LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Chesley Taft & Associates LLC has made 20 purchases of JPM, at an average price of $93.39, for a total of 319,285.00 shares. In addition, there have been 20 sales at an average price of $132.36 for 149,138.00 shares. Based on historical transaction data and JPM's current price of $290.97, Chesley Taft & Associates LLC's estimated gain on his JPM holdings is $39.43 Mil, reflecting a 132.24% gain to date.

Chesley Taft & Associates LLC JPM ($290.97) Holding Chart

Chesley Taft & Associates 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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