Number of Shares
761,725.00
Current Holdings Value*
$220.83 Mil
% of Portfolio
3.95%
Total Estimate Gain
$164.54 Mil
% of Total Estimate Gain
110.15%

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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