ROTHSCHILD & CO ASSET MANAGEMENT US INC. JPM Holdings History
ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s JPMorgan Chase & Co Holding Summary
As of 2022-12-31, ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 1.30 Mil shares of JPMorgan Chase & Co(JPM), totaling $174.48 Mil. This investment constitutes 2.65% of their stock portfolio, and ROTHSCHILD & CO ASSET MANAGEMENT US INC. now holds 0.04% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then ROTHSCHILD & CO ASSET MANAGEMENT US INC. has made 12 purchases of JPM, at an average price of $80.48, for a total of 2.29 Mil shares. In addition, there have been 15 sales at an average price of $114.92 for 991,245.00 shares. Based on historical transaction data and JPM's current price of $283.16, ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s estimated gain on his JPM holdings is $297.85 Mil, reflecting a 161.44% gain to date.
ROTHSCHILD & CO ASSET MANAGEMENT US INC. JPM ($283.16) Holding Chart
ROTHSCHILD & CO ASSET MANAGEMENT US INC. JPM ($283.16) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
