Number of Shares
443,379.00
Current Holdings Value*
$108.76 Mil
% of Portfolio
4.94%
Total Estimate Gain
$112.32 Mil
% of Total Estimate Gain
118.70%

STALEY CAPITAL ADVISERS INC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, STALEY CAPITAL ADVISERS INC held 443,379.00 shares of JPMorgan Chase & Co(JPM), totaling $108.76 Mil. This investment constitutes 4.94% of their stock portfolio, and STALEY CAPITAL ADVISERS INC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then STALEY CAPITAL ADVISERS INC has made 20 purchases of JPM, at an average price of $92.04, for a total of 1.03 Mil shares. In addition, there have been 16 sales at an average price of $135.52 for 584,615.00 shares. Based on historical transaction data and JPM's current price of $288.04, STALEY CAPITAL ADVISERS INC's estimated gain on his JPM holdings is $112.32 Mil, reflecting a 118.70% gain to date.

STALEY CAPITAL ADVISERS INC JPM ($288.04) Holding Chart

STALEY CAPITAL ADVISERS INC JPM ($288.04) 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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