Kensington Investment Counsel, LLC JPM Holdings History
Kensington Investment Counsel, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Kensington Investment Counsel, LLC held 25,566.00 shares of JPMorgan Chase & Co(JPM), totaling $6.27 Mil. This investment constitutes 2.79% of their stock portfolio, and Kensington Investment Counsel, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then Kensington Investment Counsel, LLC has made 14 purchases of JPM, at an average price of $146.99, for a total of 26,097.00 shares. In addition, there have been 2 sales at an average price of $125.64 for 531.00 shares. Based on historical transaction data and JPM's current price of $291.43, Kensington Investment Counsel, LLC's estimated gain on his JPM holdings is $3.68 Mil, reflecting a 95.97% gain to date.
Kensington Investment Counsel, LLC JPM ($291.43) Holding Chart
Kensington Investment Counsel, LLC JPM ($291.43) 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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