SMITH CHAS P & ASSOCIATES PA CPAS JPM Holdings History
SMITH CHAS P & ASSOCIATES PA CPAS's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SMITH CHAS P & ASSOCIATES PA CPAS held 346,780.00 shares of JPMorgan Chase & Co(JPM), totaling $85.07 Mil. This investment constitutes 4.95% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 28 purchases of JPM, at an average price of $68.08, for a total of 800,484.00 shares. In addition, there have been 9 sales at an average price of $75.14 for 453,704.00 shares. Based on historical transaction data and JPM's current price of $285.82, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his JPM holdings is $78.71 Mil, reflecting a 144.42% gain to date.
SMITH CHAS P & ASSOCIATES PA CPAS JPM ($285.82) Holding Chart
SMITH CHAS P & ASSOCIATES PA CPAS JPM ($285.82) 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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