Number of Shares
65,921.00
Current Holdings Value*
$16.17 Mil
% of Portfolio
3.33%
Total Estimate Gain
$21.84 Mil
% of Total Estimate Gain
120.29%

STRATEGY ASSET MANAGERS LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, STRATEGY ASSET MANAGERS LLC held 65,921.00 shares of JPMorgan Chase & Co(JPM), totaling $16.17 Mil. This investment constitutes 3.33% of their stock portfolio, and STRATEGY ASSET MANAGERS LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then STRATEGY ASSET MANAGERS LLC has made 10 purchases of JPM, at an average price of $70.12, for a total of 258,892.00 shares. In addition, there have been 26 sales at an average price of $107.75 for 192,971.00 shares. Based on historical transaction data and JPM's current price of $291.27, STRATEGY ASSET MANAGERS LLC's estimated gain on his JPM holdings is $21.84 Mil, reflecting a 120.29% gain to date.

STRATEGY ASSET MANAGERS LLC JPM ($291.27) Holding Chart

STRATEGY ASSET MANAGERS LLC JPM ($291.27) 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 %

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