Somerset Trust Co JPM Holdings History

Number of Shares
34,617.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
3.27%
Total Estimate Gain
$9.18 Mil
% of Total Estimate Gain
199.75%

Somerset Trust Co's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Somerset Trust Co held 34,617.00 shares of JPMorgan Chase & Co(JPM), totaling $10.04 Mil. This investment constitutes 3.27% of their stock portfolio, and Somerset Trust Co now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Somerset Trust Co has made 14 purchases of JPM, at an average price of $69.45, for a total of 66,183.00 shares. In addition, there have been 24 sales at an average price of $111.06 for 31,566.00 shares. Based on historical transaction data and JPM's current price of $296.76, Somerset Trust Co's estimated gain on his JPM holdings is $9.18 Mil, reflecting a 199.75% gain to date.

Somerset Trust Co JPM ($296.76) Holding Chart

Somerset Trust Co 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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