Number of Shares
200,377.00
Current Holdings Value*
$58.09 Mil
% of Portfolio
3.74%
Total Estimate Gain
$40.99 Mil
% of Total Estimate Gain
180.01%

Oakworth Capital, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Oakworth Capital, Inc. held 200,377.00 shares of JPMorgan Chase & Co(JPM), totaling $58.09 Mil. This investment constitutes 3.74% of their stock portfolio, and Oakworth Capital, Inc. now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Oakworth Capital, Inc. has made 30 purchases of JPM, at an average price of $100.48, for a total of 226,619.00 shares. In addition, there have been 8 sales at an average price of $165.35 for 26,242.00 shares. Based on historical transaction data and JPM's current price of $296.55, Oakworth Capital, Inc.'s estimated gain on his JPM holdings is $40.99 Mil, reflecting a 180.01% gain to date.

Oakworth Capital, Inc. JPM ($296.55) Holding Chart

Oakworth Capital, Inc. 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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