Goelzer Investment Management, Inc. JPM Holdings History
Goelzer Investment Management, Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Goelzer Investment Management, Inc. held 65,626.00 shares of JPMorgan Chase & Co(JPM), totaling $19.03 Mil. This investment constitutes 1.04% of their stock portfolio, and Goelzer Investment Management, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Goelzer Investment Management, Inc. has made 13 purchases of JPM, at an average price of $134.16, for a total of 122,292.00 shares. In addition, there have been 25 sales at an average price of $123.44 for 56,666.00 shares. Based on historical transaction data and JPM's current price of $291.27, Goelzer Investment Management, Inc.'s estimated gain on his JPM holdings is $9.70 Mil, reflecting a 59.14% gain to date.
Goelzer Investment Management, Inc. JPM ($291.27) Holding Chart
Goelzer Investment 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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