Number of Shares
201,529.00
Current Holdings Value*
$40.37 Mil
% of Portfolio
6.08%
Total Estimate Gain
$57.05 Mil
% of Total Estimate Gain
221.52%

STEWART & PATTEN CO LLC's JPMorgan Chase & Co Holding Summary

As of 2024-03-31, STEWART & PATTEN CO LLC held 201,529.00 shares of JPMorgan Chase & Co(JPM), totaling $40.37 Mil. This investment constitutes 6.08% of their stock portfolio, and STEWART & PATTEN CO LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then STEWART & PATTEN CO LLC has made 9 purchases of JPM, at an average price of $58.80, for a total of 437,916.00 shares. In addition, there have been 24 sales at an average price of $105.35 for 236,387.00 shares. Based on historical transaction data and JPM's current price of $287.27, STEWART & PATTEN CO LLC's estimated gain on his JPM holdings is $57.05 Mil, reflecting a 221.52% gain to date.

STEWART & PATTEN CO LLC JPM ($287.27) Holding Chart

STEWART & PATTEN CO LLC JPM ($287.27) 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 %

Top Ranked Articles

  • 1