InvesTrust JPM Holdings History
Number of Shares
21,739.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
2.43%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
15.15%
InvesTrust's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, InvesTrust held 21,739.00 shares of JPMorgan Chase & Co(JPM), totaling $6.30 Mil. This investment constitutes 2.43% of their stock portfolio, and InvesTrust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $255.02 for 22,421.00 shares. Based on historical transaction data and JPM's current price of $282.78, InvesTrust's estimated gain on his JPM holdings is $1.56 Mil, reflecting a 15.15% gain to date.
InvesTrust JPM ($282.78) Holding Chart
InvesTrust JPM ($282.78) 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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