RBO & CO LLC JPM Holdings History

Number of Shares
108,319.00
Current Holdings Value*
$26.57 Mil
% of Portfolio
4.24%
Total Estimate Gain
$28.50 Mil
% of Total Estimate Gain
260.32%

RBO & CO LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, RBO & CO LLC held 108,319.00 shares of JPMorgan Chase & Co(JPM), totaling $26.57 Mil. This investment constitutes 4.24% of their stock portfolio, and RBO & CO LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2015Q1. And since then RBO & CO LLC has made 12 purchases of JPM, at an average price of $70.29, for a total of 155,782.00 shares. In addition, there have been 18 sales at an average price of $163.79 for 47,463.00 shares. Based on historical transaction data and JPM's current price of $292.45, RBO & CO LLC's estimated gain on his JPM holdings is $28.50 Mil, reflecting a 260.32% gain to date.

RBO & CO LLC JPM ($292.45) Holding Chart

RBO & CO LLC JPM ($292.45) 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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