TCV Trust & Wealth Management, Inc. JPM Holdings History
TCV Trust & Wealth Management, Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, TCV Trust & Wealth Management, Inc. held 89,076.00 shares of JPMorgan Chase & Co(JPM), totaling $21.85 Mil. This investment constitutes 2.02% of their stock portfolio, and TCV Trust & Wealth Management, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then TCV Trust & Wealth Management, Inc. has made 20 purchases of JPM, at an average price of $105.81, for a total of 118,513.00 shares. In addition, there have been 17 sales at an average price of $168.38 for 29,437.00 shares. Based on historical transaction data and JPM's current price of $296.00, TCV Trust & Wealth Management, Inc.'s estimated gain on his JPM holdings is $18.78 Mil, reflecting a 149.79% gain to date.
TCV Trust & Wealth Management, Inc. JPM ($296.00) Holding Chart
TCV Trust & Wealth Management, Inc. JPM ($296.00) 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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