Quilter Plc JPM Holdings History

Number of Shares
723,995.00
Current Holdings Value*
$177.60 Mil
% of Portfolio
3.69%
Total Estimate Gain
$123.63 Mil
% of Total Estimate Gain
110.17%

Quilter Plc's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Quilter Plc held 723,995.00 shares of JPMorgan Chase & Co(JPM), totaling $177.60 Mil. This investment constitutes 3.69% of their stock portfolio, and Quilter Plc now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Quilter Plc has made 13 purchases of JPM, at an average price of $133.81, for a total of 838,652.00 shares. In addition, there have been 8 sales at an average price of $183.10 for 114,657.00 shares. Based on historical transaction data and JPM's current price of $296.76, Quilter Plc's estimated gain on his JPM holdings is $123.63 Mil, reflecting a 110.17% gain to date.

Quilter Plc JPM ($296.76) Holding Chart

Quilter Plc 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 %

Top Ranked Articles

  • 1