EFG Asset Management (Americas) Corp. JPM Holdings History
EFG Asset Management (Americas) Corp.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, EFG Asset Management (Americas) Corp. held 57,689.00 shares of JPMorgan Chase & Co(JPM), totaling $14.15 Mil. This investment constitutes 2.87% of their stock portfolio, and EFG Asset Management (Americas) Corp. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then EFG Asset Management (Americas) Corp. has made 15 purchases of JPM, at an average price of $130.17, for a total of 256,476.00 shares. In addition, there have been 13 sales at an average price of $131.29 for 198,787.00 shares. Based on historical transaction data and JPM's current price of $286.86, EFG Asset Management (Americas) Corp.'s estimated gain on his JPM holdings is $9.26 Mil, reflecting a 27.75% gain to date.
EFG Asset Management (Americas) Corp. JPM ($286.86) Holding Chart
EFG Asset Management (Americas) Corp. 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 % | |||
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