NEVILLE RODIE & SHAW INC JPM Holdings History

Number of Shares

134,722.00

$33.05 Mil

% of Portfolio

2.68%

Total Estimate Gain

$31.32 Mil

% of Total Estimate Gain

142.00%

NEVILLE RODIE & SHAW INC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, NEVILLE RODIE & SHAW INC held 134,722.00 shares of JPMorgan Chase & Co(JPM), totaling $33.05 Mil. This investment constitutes 2.68% of their stock portfolio, and NEVILLE RODIE & SHAW INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q2. And since then NEVILLE RODIE & SHAW INC has made 21 purchases of JPM, at an average price of $84.15, for a total of 262,107.00 shares. In addition, there have been 25 sales at an average price of $113.55 for 127,385.00 shares. Based on historical transaction data and JPM's current price of $288.84, NEVILLE RODIE & SHAW INC's estimated gain on his JPM holdings is $31.32 Mil, reflecting a 142.00% gain to date.

NEVILLE RODIE & SHAW INC JPM ($288.84) Holding Chart

NEVILLE RODIE & SHAW INC JPM ($288.84) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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