Number of Shares
44,985.00
Current Holdings Value*
$11.03 Mil
% of Portfolio
1.79%
Total Estimate Gain
$6.57 Mil
% of Total Estimate Gain
8.06%

NEW ENGLAND ASSET MANAGEMENT INC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, NEW ENGLAND ASSET MANAGEMENT INC held 44,985.00 shares of JPMorgan Chase & Co(JPM), totaling $11.03 Mil. This investment constitutes 1.79% of their stock portfolio, and NEW ENGLAND ASSET MANAGEMENT INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then NEW ENGLAND ASSET MANAGEMENT INC has made 14 purchases of JPM, at an average price of $96.94, for a total of 840,693.00 shares. In addition, there have been 21 sales at an average price of $94.28 for 795,708.00 shares. Based on historical transaction data and JPM's current price of $289.90, NEW ENGLAND ASSET MANAGEMENT INC's estimated gain on his JPM holdings is $6.57 Mil, reflecting a 8.06% gain to date.

NEW ENGLAND ASSET MANAGEMENT INC JPM ($289.90) Holding Chart

NEW ENGLAND ASSET MANAGEMENT INC JPM ($289.90) 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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