Kovitz Investment Group, LLC JPM Holdings History
Kovitz Investment Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2015-12-31, Kovitz Investment Group, LLC held 1.04 Mil shares of JPMorgan Chase & Co(JPM), totaling $68.67 Mil. This investment constitutes 4.25% of their stock portfolio, and Kovitz Investment Group, LLC now holds 0.04% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Kovitz Investment Group, LLC has made 2 purchases of JPM, at an average price of $57.63, for a total of 1.21 Mil shares. In addition, there have been 6 sales at an average price of $63.78 for 170,467.00 shares. Based on historical transaction data and JPM's current price of $291.60, Kovitz Investment Group, LLC's estimated gain on his JPM holdings is $244.35 Mil, reflecting a 350.28% gain to date.
Kovitz Investment Group, LLC JPM ($291.60) Holding Chart
Kovitz Investment Group, LLC JPM ($291.60) 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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