Richard Pzena JPM Holdings History

Number of Shares
312,233.00
Current Holdings Value*
$76.59 Mil
% of Portfolio
0.27%
Total Estimate Gain
$630.31 Mil
% of Total Estimate Gain
176.75%

Richard Pzena's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Pzena Investment Management LLC held 312,233.00 shares of JPMorgan Chase & Co(JPM), totaling $76.59 Mil. This investment constitutes 0.27% of their stock portfolio, and Pzena Investment Management LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2009Q1. And since then Richard Pzena has made 17 purchases of JPM, at an average price of $35.59, for a total of 10.02 Mil shares. In addition, there have been 48 sales at an average price of $92.15 for 9.71 Mil shares. Based on historical transaction data and JPM's current price of $296.00, Richard Pzena's estimated gain on his JPM holdings is $630.31 Mil, reflecting a 176.75% gain to date.

Richard Pzena JPM ($296.00) Holding Chart

Richard Pzena JPM ($296.00) 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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