Number of Shares
149,145.00
Current Holdings Value*
$36.59 Mil
% of Portfolio
2.45%
Total Estimate Gain
$22.00 Mil
% of Total Estimate Gain
84.87%

ROTHSCHILD INVESTMENT LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 149,145.00 shares of JPMorgan Chase & Co(JPM), totaling $36.59 Mil. This investment constitutes 2.45% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $203.27 for 21,888.00 shares. Based on historical transaction data and JPM's current price of $291.43, ROTHSCHILD INVESTMENT LLC's estimated gain on his JPM holdings is $22.00 Mil, reflecting a 84.87% gain to date.

ROTHSCHILD INVESTMENT LLC JPM ($291.43) Holding Chart

ROTHSCHILD INVESTMENT LLC JPM ($291.43) 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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