LGT Group Foundation JPM Holdings History

Number of Shares
746,340.00
Current Holdings Value*
$183.08 Mil
% of Portfolio
2.52%
Total Estimate Gain
$73.05 Mil
% of Total Estimate Gain
35.93%

LGT Group Foundation's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, LGT Group Foundation held 746,340.00 shares of JPMorgan Chase & Co(JPM), totaling $183.08 Mil. This investment constitutes 2.52% of their stock portfolio, and LGT Group Foundation now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then LGT Group Foundation has made 6 purchases of JPM, at an average price of $178.18, for a total of 1.14 Mil shares. In addition, there have been 7 sales at an average price of $149.42 for 394,680.00 shares. Based on historical transaction data and JPM's current price of $291.27, LGT Group Foundation's estimated gain on his JPM holdings is $73.05 Mil, reflecting a 35.93% gain to date.

LGT Group Foundation JPM ($291.27) Holding Chart

LGT Group Foundation JPM ($291.27) 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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