Ken Fisher JPM Holdings History

Number of Shares
18.37 Mil
Current Holdings Value*
$4.51 Bil
% of Portfolio
1.95%
Total Estimate Gain
$3.17 Bil
% of Total Estimate Gain
103.70%

Ken Fisher's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Fisher Asset Management, LLC held 18.37 Mil shares of JPMorgan Chase & Co(JPM), totaling $4.51 Bil. This investment constitutes 1.95% of their stock portfolio, and Fisher Asset Management, LLC now holds 0.66% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2009Q1. And since then Ken Fisher has made 47 purchases of JPM, at an average price of $102.19, for a total of 29.93 Mil shares. In addition, there have been 17 sales at an average price of $82.67 for 11.56 Mil shares. Based on historical transaction data and JPM's current price of $287.11, Ken Fisher's estimated gain on his JPM holdings is $3.17 Bil, reflecting a 103.70% gain to date.

Ken Fisher JPM ($287.11) Holding Chart

Ken Fisher JPM ($287.11) 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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