Number of Shares
126,021.00
Current Holdings Value*
$36.53 Mil
% of Portfolio
3.85%
Total Estimate Gain
$23.42 Mil
% of Total Estimate Gain
144.77%

Steigerwald, Gordon & Koch Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Steigerwald, Gordon & Koch Inc. held 126,021.00 shares of JPMorgan Chase & Co(JPM), totaling $36.53 Mil. This investment constitutes 3.85% of their stock portfolio, and Steigerwald, Gordon & Koch Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Steigerwald, Gordon & Koch Inc. has made 21 purchases of JPM, at an average price of $114.30, for a total of 141,502.00 shares. In addition, there have been 8 sales at an average price of $177.88 for 15,481.00 shares. Based on historical transaction data and JPM's current price of $292.30, Steigerwald, Gordon & Koch Inc.'s estimated gain on his JPM holdings is $23.42 Mil, reflecting a 144.77% gain to date.

Steigerwald, Gordon & Koch Inc. JPM ($292.30) Holding Chart

Steigerwald, Gordon & Koch Inc. JPM ($292.30) 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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