Number of Shares
42,726.00
Current Holdings Value*
$10.48 Mil
% of Portfolio
1.06%
Total Estimate Gain
$8.08 Mil
% of Total Estimate Gain
59.24%

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC held 42,726.00 shares of JPMorgan Chase & Co(JPM), totaling $10.48 Mil. This investment constitutes 1.06% of their stock portfolio, and TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC has made 10 purchases of JPM, at an average price of $136.10, for a total of 100,218.00 shares. In addition, there have been 11 sales at an average price of $161.31 for 57,492.00 shares. Based on historical transaction data and JPM's current price of $291.27, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's estimated gain on his JPM holdings is $8.08 Mil, reflecting a 59.24% gain to date.

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC JPM ($291.27) Holding Chart

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 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 %

Top Ranked Articles

  • 1