FERGUSON WELLMAN CAPITAL MANAGEMENT, INC JPM Holdings History
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held 761,725.00 shares of JPMorgan Chase & Co(JPM), totaling $220.83 Mil. This investment constitutes 3.95% of their stock portfolio, and FERGUSON WELLMAN CAPITAL MANAGEMENT, INC now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then FERGUSON WELLMAN CAPITAL MANAGEMENT, INC has made 27 purchases of JPM, at an average price of $91.71, for a total of 1.63 Mil shares. In addition, there have been 11 sales at an average price of $106.17 for 867,054.00 shares. Based on historical transaction data and JPM's current price of $291.27, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's estimated gain on his JPM holdings is $164.54 Mil, reflecting a 110.15% gain to date.
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC JPM ($291.27) Holding Chart
FERGUSON WELLMAN CAPITAL MANAGEMENT, 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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