Number of Shares
2,200.00
Current Holdings Value*
$640,000.00
% of Portfolio
0.29%
Total Estimate Gain
$2.48 Mil
% of Total Estimate Gain
55.86%

STONEBRIDGE CAPITAL MANAGEMENT INC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, STONEBRIDGE CAPITAL MANAGEMENT INC held 2,200.00 shares of JPMorgan Chase & Co(JPM), totaling $640,000.00. This investment constitutes 0.29% of their stock portfolio, and STONEBRIDGE CAPITAL MANAGEMENT INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q2. And since then STONEBRIDGE CAPITAL MANAGEMENT INC has made 12 purchases of JPM, at an average price of $62.11, for a total of 71,598.00 shares. In addition, there have been 18 sales at an average price of $90.46 for 69,398.00 shares. Based on historical transaction data and JPM's current price of $296.76, STONEBRIDGE CAPITAL MANAGEMENT INC's estimated gain on his JPM holdings is $2.48 Mil, reflecting a 55.86% gain to date.

STONEBRIDGE CAPITAL MANAGEMENT INC JPM ($296.76) Holding Chart

STONEBRIDGE CAPITAL MANAGEMENT INC JPM ($296.76) 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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