Number of Shares
196,920.00
Current Holdings Value*
$48.30 Mil
% of Portfolio
3.14%
Total Estimate Gain
$36.87 Mil
% of Total Estimate Gain
91.11%

MOODY LYNN & LIEBERSON, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MOODY LYNN & LIEBERSON, LLC held 196,920.00 shares of JPMorgan Chase & Co(JPM), totaling $48.30 Mil. This investment constitutes 3.14% of their stock portfolio, and MOODY LYNN & LIEBERSON, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then MOODY LYNN & LIEBERSON, LLC has made 16 purchases of JPM, at an average price of $113.65, for a total of 356,066.00 shares. In addition, there have been 12 sales at an average price of $135.59 for 159,146.00 shares. Based on historical transaction data and JPM's current price of $283.16, MOODY LYNN & LIEBERSON, LLC's estimated gain on his JPM holdings is $36.87 Mil, reflecting a 91.11% gain to date.

MOODY LYNN & LIEBERSON, LLC JPM ($283.16) Holding Chart

MOODY LYNN & LIEBERSON, LLC JPM ($283.16) 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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