Colonial Trust Advisors JPM Holdings History
Colonial Trust Advisors's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Colonial Trust Advisors held 111,636.00 shares of JPMorgan Chase & Co(JPM), totaling $27.38 Mil. This investment constitutes 2.44% of their stock portfolio, and Colonial Trust Advisors now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Colonial Trust Advisors has made 13 purchases of JPM, at an average price of $84.11, for a total of 154,760.00 shares. In addition, there have been 23 sales at an average price of $97.15 for 43,124.00 shares. Based on historical transaction data and JPM's current price of $286.86, Colonial Trust Advisors's estimated gain on his JPM holdings is $23.20 Mil, reflecting a 178.19% gain to date.
Colonial Trust Advisors JPM ($286.86) Holding Chart
Colonial Trust Advisors JPM ($286.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
