Number of Shares
86,318.00
Current Holdings Value*
$21.17 Mil
% of Portfolio
3.63%
Total Estimate Gain
$26.28 Mil
% of Total Estimate Gain
219.38%

Cohen Capital Management, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Cohen Capital Management, Inc. held 86,318.00 shares of JPMorgan Chase & Co(JPM), totaling $21.17 Mil. This investment constitutes 3.63% of their stock portfolio, and Cohen Capital Management, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Cohen Capital Management, Inc. has made 10 purchases of JPM, at an average price of $67.54, for a total of 177,338.00 shares. In addition, there have been 13 sales at an average price of $144.09 for 91,020.00 shares. Based on historical transaction data and JPM's current price of $291.27, Cohen Capital Management, Inc.'s estimated gain on his JPM holdings is $26.28 Mil, reflecting a 219.38% gain to date.

Cohen Capital Management, Inc. JPM ($291.27) Holding Chart

Cohen Capital Management, Inc. JPM ($291.27) 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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