Chevy Chase Trust Holdings, LLC JPM Holdings History
Chevy Chase Trust Holdings, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Chevy Chase Trust Holdings, LLC held 2.17 Mil shares of JPMorgan Chase & Co(JPM), totaling $532.81 Mil. This investment constitutes 1.7% of their stock portfolio, and Chevy Chase Trust Holdings, LLC now holds 0.08% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then Chevy Chase Trust Holdings, LLC has made 14 purchases of JPM, at an average price of $60.85, for a total of 3.53 Mil shares. In addition, there have been 23 sales at an average price of $135.08 for 1.36 Mil shares. Based on historical transaction data and JPM's current price of $288.55, Chevy Chase Trust Holdings, LLC's estimated gain on his JPM holdings is $595.53 Mil, reflecting a 277.09% gain to date.
Chevy Chase Trust Holdings, LLC JPM ($288.55) Holding Chart
Chevy Chase Trust Holdings, LLC JPM ($288.55) 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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