Number of Shares
27,170.00
Current Holdings Value*
$7.88 Mil
% of Portfolio
4.41%
Total Estimate Gain
$8.99 Mil
% of Total Estimate Gain
176.81%

DELTA CAPITAL MANAGEMENT LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, DELTA CAPITAL MANAGEMENT LLC held 27,170.00 shares of JPMorgan Chase & Co(JPM), totaling $7.88 Mil. This investment constitutes 4.41% of their stock portfolio, and DELTA CAPITAL MANAGEMENT LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then DELTA CAPITAL MANAGEMENT LLC has made 8 purchases of JPM, at an average price of $57.24, for a total of 88,850.00 shares. In addition, there have been 25 sales at an average price of $97.51 for 61,680.00 shares. Based on historical transaction data and JPM's current price of $296.76, DELTA CAPITAL MANAGEMENT LLC's estimated gain on his JPM holdings is $8.99 Mil, reflecting a 176.81% gain to date.

DELTA CAPITAL MANAGEMENT LLC JPM ($296.76) Holding Chart

DELTA CAPITAL MANAGEMENT LLC JPM ($296.76) 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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