NorthCrest Asset Manangement, LLC JPM Holdings History
NorthCrest Asset Manangement, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, NorthCrest Asset Manangement, LLC held 220,076.00 shares of JPMorgan Chase & Co(JPM), totaling $65.14 Mil. This investment constitutes 1.75% of their stock portfolio, and NorthCrest Asset Manangement, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then NorthCrest Asset Manangement, LLC has made 7 purchases of JPM, at an average price of $150.03, for a total of 295,755.00 shares. In addition, there have been 7 sales at an average price of $164.85 for 75,679.00 shares. Based on historical transaction data and JPM's current price of $296.55, NorthCrest Asset Manangement, LLC's estimated gain on his JPM holdings is $33.37 Mil, reflecting a 75.20% gain to date.
NorthCrest Asset Manangement, LLC JPM ($296.55) Holding Chart
NorthCrest Asset Manangement, LLC JPM ($296.55) 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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