FORBES J M & CO LLP JPM Holdings History

Number of Shares
96,994.00
Current Holdings Value*
$23.79 Mil
% of Portfolio
2.3%
Total Estimate Gain
$19.50 Mil
% of Total Estimate Gain
114.88%

FORBES J M & CO LLP's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, FORBES J M & CO LLP held 96,994.00 shares of JPMorgan Chase & Co(JPM), totaling $23.79 Mil. This investment constitutes 2.3% of their stock portfolio, and FORBES J M & CO LLP now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then FORBES J M & CO LLP has made 19 purchases of JPM, at an average price of $117.85, for a total of 144,036.00 shares. In addition, there have been 9 sales at an average price of $176.57 for 47,042.00 shares. Based on historical transaction data and JPM's current price of $290.41, FORBES J M & CO LLP's estimated gain on his JPM holdings is $19.50 Mil, reflecting a 114.88% gain to date.

FORBES J M & CO LLP JPM ($290.41) Holding Chart

FORBES J M & CO LLP JPM ($290.41) 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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