J.P. Marvel Investment Advisors, LLC JPM Holdings History
J.P. Marvel Investment Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, J.P. Marvel Investment Advisors, LLC held 110,010.00 shares of JPMorgan Chase & Co(JPM), totaling $26.99 Mil. This investment constitutes 4.67% of their stock portfolio, and J.P. Marvel Investment Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then J.P. Marvel Investment Advisors, LLC has made 5 purchases of JPM, at an average price of $58.95, for a total of 177,044.00 shares. In addition, there have been 23 sales at an average price of $98.96 for 67,034.00 shares. Based on historical transaction data and JPM's current price of $286.86, J.P. Marvel Investment Advisors, LLC's estimated gain on his JPM holdings is $27.75 Mil, reflecting a 265.93% gain to date.
J.P. Marvel Investment Advisors, LLC JPM ($286.86) Holding Chart
J.P. Marvel Investment Advisors, LLC JPM ($286.86) 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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