TAX-MANAGED GROWTH PORTFOLIO JPM Holdings History
TAX-MANAGED GROWTH PORTFOLIO's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 514,622.00 shares of JPMorgan Chase & Co(JPM), totaling $126.24 Mil. This investment constitutes 2.23% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 10 purchases of JPM, at an average price of $116.16, for a total of 4.29 Mil shares. In addition, there have been 4 sales at an average price of $136.73 for 3.77 Mil shares. Based on historical transaction data and JPM's current price of $289.90, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his JPM holdings is $166.97 Mil, reflecting a 33.54% gain to date.
TAX-MANAGED GROWTH PORTFOLIO JPM ($289.90) Holding Chart
TAX-MANAGED GROWTH PORTFOLIO JPM ($289.90) 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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