Number of Shares
755,836.00
Current Holdings Value*
$185.41 Mil
% of Portfolio
4.54%
Total Estimate Gain
$169.51 Mil
% of Total Estimate Gain
69.62%

Homestead Advisers Corp's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Homestead Advisers Corp held 755,836.00 shares of JPMorgan Chase & Co(JPM), totaling $185.41 Mil. This investment constitutes 4.54% of their stock portfolio, and Homestead Advisers Corp now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Homestead Advisers Corp has made 5 purchases of JPM, at an average price of $110.89, for a total of 2.20 Mil shares. In addition, there have been 21 sales at an average price of $131.07 for 1.44 Mil shares. Based on historical transaction data and JPM's current price of $296.71, Homestead Advisers Corp's estimated gain on his JPM holdings is $169.51 Mil, reflecting a 69.62% gain to date.

Homestead Advisers Corp JPM ($296.71) Holding Chart

Homestead Advisers Corp JPM ($296.71) 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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