Number of Shares
101,122.00
Current Holdings Value*
$24.81 Mil
% of Portfolio
1.71%
Total Estimate Gain
$7.89 Mil
% of Total Estimate Gain
22.60%

Knights of Columbus Asset Advisors LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Knights of Columbus Asset Advisors LLC held 101,122.00 shares of JPMorgan Chase & Co(JPM), totaling $24.81 Mil. This investment constitutes 1.71% of their stock portfolio, and Knights of Columbus Asset Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Knights of Columbus Asset Advisors LLC has made 15 purchases of JPM, at an average price of $150.81, for a total of 231,456.00 shares. In addition, there have been 13 sales at an average price of $108.94 for 130,334.00 shares. Based on historical transaction data and JPM's current price of $282.78, Knights of Columbus Asset Advisors LLC's estimated gain on his JPM holdings is $7.89 Mil, reflecting a 22.60% gain to date.

Knights of Columbus Asset Advisors LLC JPM ($282.78) Holding Chart

Knights of Columbus Asset Advisors LLC JPM ($282.78) 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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