Number of Shares
32,651.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
1.36%
Total Estimate Gain
$5.66 Mil
% of Total Estimate Gain
65.92%

SA T. Rowe Price Allocation Moderately Aggressive Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, SA T. Rowe Price Allocation Moderately Aggressive Portfolio held 32,651.00 shares of JPMorgan Chase & Co(JPM), totaling $7.99 Mil. This investment constitutes 1.36% of their stock portfolio, and SA T. Rowe Price Allocation Moderately Aggressive Portfolio now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then SA T. Rowe Price Allocation Moderately Aggressive Portfolio has made 10 purchases of JPM, at an average price of $127.29, for a total of 67,434.00 shares. In addition, there have been 10 sales at an average price of $138.93 for 34,783.00 shares. Based on historical transaction data and JPM's current price of $288.19, SA T. Rowe Price Allocation Moderately Aggressive Portfolio's estimated gain on his JPM holdings is $5.66 Mil, reflecting a 65.92% gain to date.

SA T. Rowe Price Allocation Moderately Aggressive Portfolio JPM ($288.19) Holding Chart

SA T. Rowe Price Allocation Moderately Aggressive Portfolio JPM ($288.19) 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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