Dividend Growth Portfolio JPM Holdings History
Dividend Growth Portfolio's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Dividend Growth Portfolio held 22,267.00 shares of JPMorgan Chase & Co(JPM), totaling $5.46 Mil. This investment constitutes 3.25% of their stock portfolio, and Dividend Growth Portfolio now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. And since then Dividend Growth Portfolio has made 2 purchases of JPM, at an average price of $171.05, for a total of 52,313.00 shares. In addition, there have been 4 sales at an average price of $131.90 for 30,046.00 shares. Based on historical transaction data and JPM's current price of $296.76, Dividend Growth Portfolio's estimated gain on his JPM holdings is $1.62 Mil, reflecting a 18.14% gain to date.
Dividend Growth Portfolio JPM ($296.76) Holding Chart
Dividend Growth Portfolio 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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