Rathbones Group PLC JPM Holdings History

Number of Shares
2.85 Mil
Current Holdings Value*
$697.89 Mil
% of Portfolio
3.37%
Total Estimate Gain
$391.86 Mil
% of Total Estimate Gain
90.20%

Rathbones Group PLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Rathbones Group PLC held 2.85 Mil shares of JPMorgan Chase & Co(JPM), totaling $697.89 Mil. This investment constitutes 3.37% of their stock portfolio, and Rathbones Group PLC now holds 0.1% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Rathbones Group PLC has made 30 purchases of JPM, at an average price of $135.41, for a total of 3.21 Mil shares. In addition, there have been 11 sales at an average price of $68.34 for 363,126.00 shares. Based on historical transaction data and JPM's current price of $281.71, Rathbones Group PLC's estimated gain on his JPM holdings is $391.86 Mil, reflecting a 90.20% gain to date.

Rathbones Group PLC JPM ($281.71) Holding Chart

Rathbones Group PLC JPM ($281.71) 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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