Number of Shares
25,566.00
Current Holdings Value*
$6.27 Mil
% of Portfolio
2.79%
Total Estimate Gain
$3.68 Mil
% of Total Estimate Gain
95.97%

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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