Number of Shares
178,575.00
Current Holdings Value*
$43.80 Mil
% of Portfolio
1.11%
Total Estimate Gain
$31.62 Mil
% of Total Estimate Gain
28.89%

MARTINGALE ASSET MANAGEMENT L P's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MARTINGALE ASSET MANAGEMENT L P held 178,575.00 shares of JPMorgan Chase & Co(JPM), totaling $43.80 Mil. This investment constitutes 1.11% of their stock portfolio, and MARTINGALE ASSET MANAGEMENT L P now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then MARTINGALE ASSET MANAGEMENT L P has made 13 purchases of JPM, at an average price of $117.40, for a total of 932,314.00 shares. In addition, there have been 16 sales at an average price of $118.16 for 753,739.00 shares. Based on historical transaction data and JPM's current price of $291.27, MARTINGALE ASSET MANAGEMENT L P's estimated gain on his JPM holdings is $31.62 Mil, reflecting a 28.89% gain to date.

MARTINGALE ASSET MANAGEMENT L P JPM ($291.27) Holding Chart

MARTINGALE ASSET MANAGEMENT L P 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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