OPPENHEIMER & CO INC JPM Holdings History

Number of Shares
397,818.00
Current Holdings Value*
$97.58 Mil
% of Portfolio
1.47%
Total Estimate Gain
$87.63 Mil
% of Total Estimate Gain
123.53%

OPPENHEIMER & CO INC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, OPPENHEIMER & CO INC held 397,818.00 shares of JPMorgan Chase & Co(JPM), totaling $97.58 Mil. This investment constitutes 1.47% of their stock portfolio, and OPPENHEIMER & CO INC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then OPPENHEIMER & CO INC has made 20 purchases of JPM, at an average price of $89.43, for a total of 793,234.00 shares. In addition, there have been 16 sales at an average price of $109.34 for 395,416.00 shares. Based on historical transaction data and JPM's current price of $289.90, OPPENHEIMER & CO INC's estimated gain on his JPM holdings is $87.63 Mil, reflecting a 123.53% gain to date.

OPPENHEIMER & CO INC JPM ($289.90) Holding Chart

OPPENHEIMER & CO 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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