Number of Shares
77,909.00
Current Holdings Value*
$19.11 Mil
% of Portfolio
2.43%
Total Estimate Gain
$48.32 Mil
% of Total Estimate Gain
71.61%

JAMES INVESTMENT RESEARCH, INC.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, JAMES INVESTMENT RESEARCH, INC. held 77,909.00 shares of JPMorgan Chase & Co(JPM), totaling $19.11 Mil. This investment constitutes 2.43% of their stock portfolio, and JAMES INVESTMENT RESEARCH, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then JAMES INVESTMENT RESEARCH, INC. has made 5 purchases of JPM, at an average price of $67.07, for a total of 1.01 Mil shares. In addition, there have been 32 sales at an average price of $100.68 for 928,092.00 shares. Based on historical transaction data and JPM's current price of $286.86, JAMES INVESTMENT RESEARCH, INC.'s estimated gain on his JPM holdings is $48.32 Mil, reflecting a 71.61% gain to date.

JAMES INVESTMENT RESEARCH, INC. JPM ($286.86) Holding Chart

JAMES INVESTMENT RESEARCH, INC. 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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