Number of Shares
372,238.00
Current Holdings Value*
$78.49 Mil
% of Portfolio
2.3%
Total Estimate Gain
$105.31 Mil
% of Total Estimate Gain
204.75%

PRIO WEALTH LIMITED PARTNERSHIP's JPMorgan Chase & Co Holding Summary

As of 2024-09-30, PRIO WEALTH LIMITED PARTNERSHIP held 372,238.00 shares of JPMorgan Chase & Co(JPM), totaling $78.49 Mil. This investment constitutes 2.3% of their stock portfolio, and PRIO WEALTH LIMITED PARTNERSHIP now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then PRIO WEALTH LIMITED PARTNERSHIP has made 8 purchases of JPM, at an average price of $65.10, for a total of 790,109.00 shares. In addition, there have been 26 sales at an average price of $118.62 for 417,871.00 shares. Based on historical transaction data and JPM's current price of $287.93, PRIO WEALTH LIMITED PARTNERSHIP's estimated gain on his JPM holdings is $105.31 Mil, reflecting a 204.75% gain to date.

PRIO WEALTH LIMITED PARTNERSHIP JPM ($287.93) Holding Chart

PRIO WEALTH LIMITED PARTNERSHIP JPM ($287.93) 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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