Number of Shares
218,675.00
Current Holdings Value*
$53.64 Mil
% of Portfolio
3.5%
Total Estimate Gain
$44.94 Mil
% of Total Estimate Gain
56.64%

Main Street Research LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Main Street Research LLC held 218,675.00 shares of JPMorgan Chase & Co(JPM), totaling $53.64 Mil. This investment constitutes 3.5% of their stock portfolio, and Main Street Research LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q2. And since then Main Street Research LLC has made 26 purchases of JPM, at an average price of $114.00, for a total of 695,941.00 shares. In addition, there have been 6 sales at an average price of $126.94 for 477,266.00 shares. Based on historical transaction data and JPM's current price of $291.27, Main Street Research LLC's estimated gain on his JPM holdings is $44.94 Mil, reflecting a 56.64% gain to date.

Main Street Research LLC JPM ($291.27) Holding Chart

Main Street Research LLC 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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