Number of Shares
35,545.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
1.71%
Total Estimate Gain
$5.98 Mil
% of Total Estimate Gain
47.56%

Columbia Asset Management's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Columbia Asset Management held 35,545.00 shares of JPMorgan Chase & Co(JPM), totaling $8.72 Mil. This investment constitutes 1.71% of their stock portfolio, and Columbia Asset Management now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then Columbia Asset Management has made 16 purchases of JPM, at an average price of $144.79, for a total of 86,836.00 shares. In addition, there have been 6 sales at an average price of $160.57 for 51,291.00 shares. Based on historical transaction data and JPM's current price of $290.27, Columbia Asset Management's estimated gain on his JPM holdings is $5.98 Mil, reflecting a 47.56% gain to date.

Columbia Asset Management JPM ($290.27) Holding Chart

Columbia Asset Management JPM ($290.27) 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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