Number of Shares
131,529.00
Current Holdings Value*
$38.13 Mil
% of Portfolio
2.93%
Total Estimate Gain
$31.53 Mil
% of Total Estimate Gain
142.96%

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

As of 2025-06-30, NEVILLE RODIE & SHAW INC held 131,529.00 shares of JPMorgan Chase & Co(JPM), totaling $38.13 Mil. This investment constitutes 2.93% 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 26 sales at an average price of $117.01 for 130,578.00 shares. Based on historical transaction data and JPM's current price of $291.27, NEVILLE RODIE & SHAW INC's estimated gain on his JPM holdings is $31.53 Mil, reflecting a 142.96% gain to date.

NEVILLE RODIE & SHAW INC JPM ($291.27) Holding Chart

NEVILLE RODIE & SHAW INC 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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