Number of Shares
33,514.00
Current Holdings Value*
$8.22 Mil
% of Portfolio
4.11%
Total Estimate Gain
$48.06 Mil
% of Total Estimate Gain
9.24%

Cottage Street Advisors LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Cottage Street Advisors LLC held 33,514.00 shares of JPMorgan Chase & Co(JPM), totaling $8.22 Mil. This investment constitutes 4.11% of their stock portfolio, and Cottage Street Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Cottage Street Advisors LLC has made 10 purchases of JPM, at an average price of $126.53, for a total of 4.11 Mil shares. In addition, there have been 18 sales at an average price of $137.00 for 4.08 Mil shares. Based on historical transaction data and JPM's current price of $287.11, Cottage Street Advisors LLC's estimated gain on his JPM holdings is $48.06 Mil, reflecting a 9.24% gain to date.

Cottage Street Advisors LLC JPM ($287.11) Holding Chart

Cottage Street Advisors LLC JPM ($287.11) 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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