SMITH CHAS P & ASSOCIATES PA CPAS JPM Holdings History
SMITH CHAS P & ASSOCIATES PA CPAS's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, SMITH CHAS P & ASSOCIATES PA CPAS held 338,099.00 shares of JPMorgan Chase & Co(JPM), totaling $98.02 Mil. This investment constitutes 5.51% 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 10 sales at an average price of $78.52 for 462,385.00 shares. Based on historical transaction data and JPM's current price of $291.34, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his JPM holdings is $80.31 Mil, reflecting a 147.35% gain to date.
SMITH CHAS P & ASSOCIATES PA CPAS JPM ($291.34) Holding Chart
SMITH CHAS P & ASSOCIATES PA CPAS JPM ($291.34) 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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