Epoch Investment Partners, Inc. JPM Holdings History
Epoch Investment Partners, Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Epoch Investment Partners, Inc. held 1.60 Mil shares of JPMorgan Chase & Co(JPM), totaling $391.82 Mil. This investment constitutes 2.03% of their stock portfolio, and Epoch Investment Partners, Inc. now holds 0.06% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Epoch Investment Partners, Inc. has made 15 purchases of JPM, at an average price of $122.49, for a total of 3.70 Mil shares. In addition, there have been 10 sales at an average price of $137.94 for 2.10 Mil shares. Based on historical transaction data and JPM's current price of $291.27, Epoch Investment Partners, Inc.'s estimated gain on his JPM holdings is $302.08 Mil, reflecting a 66.65% gain to date.
Epoch Investment Partners, Inc. JPM ($291.27) Holding Chart
Epoch Investment Partners, Inc. JPM ($291.27) 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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