Number of Shares
290,889.00
Current Holdings Value*
$84.33 Mil
% of Portfolio
2.25%
Total Estimate Gain
$59.16 Mil
% of Total Estimate Gain
146.98%

MassMutual Private Wealth & Trust, FSB's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, MassMutual Private Wealth & Trust, FSB held 290,889.00 shares of JPMorgan Chase & Co(JPM), totaling $84.33 Mil. This investment constitutes 2.25% of their stock portfolio, and MassMutual Private Wealth & Trust, FSB now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then MassMutual Private Wealth & Trust, FSB has made 26 purchases of JPM, at an average price of $93.75, for a total of 429,342.00 shares. In addition, there have been 11 sales at an average price of $111.44 for 138,453.00 shares. Based on historical transaction data and JPM's current price of $288.70, MassMutual Private Wealth & Trust, FSB's estimated gain on his JPM holdings is $59.16 Mil, reflecting a 146.98% gain to date.

MassMutual Private Wealth & Trust, FSB JPM ($288.70) Holding Chart

MassMutual Private Wealth & Trust, FSB JPM ($288.70) 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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