NWQ Managers JPM Holdings History

Number of Shares
523,739.00
Current Holdings Value*
$50.42 Mil
% of Portfolio
2.29%
Total Estimate Gain
$490.29 Mil
% of Total Estimate Gain
123.51%

NWQ Managers's JPMorgan Chase & Co Holding Summary

As of 2020-09-30, NWQ Investment Management Co held 523,739.00 shares of JPMorgan Chase & Co(JPM), totaling $50.42 Mil. This investment constitutes 2.29% of their stock portfolio, and NWQ Investment Management Co now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2009Q1. And since then NWQ Managers has made 6 purchases of JPM, at an average price of $26.48, for a total of 14.99 Mil shares. In addition, there have been 40 sales at an average price of $50.58 for 14.47 Mil shares. Based on historical transaction data and JPM's current price of $296.76, NWQ Managers's estimated gain on his JPM holdings is $490.29 Mil, reflecting a 123.51% gain to date.

NWQ Managers JPM ($296.76) Holding Chart

NWQ Managers JPM ($296.76) 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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