Number of Shares
18.44 Mil
Current Holdings Value*
$4.52 Bil
% of Portfolio
1.16%
Total Estimate Gain
$3.43 Bil
% of Total Estimate Gain
91.12%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC held 18.44 Mil shares of JPMorgan Chase & Co(JPM), totaling $4.52 Bil. This investment constitutes 1.16% of their stock portfolio, and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now holds 0.66% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q3. And since then UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC has made 14 purchases of JPM, at an average price of $111.79, for a total of 33.72 Mil shares. In addition, there have been 19 sales at an average price of $117.35 for 15.28 Mil shares. Based on historical transaction data and JPM's current price of $293.44, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's estimated gain on his JPM holdings is $3.43 Bil, reflecting a 91.12% gain to date.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC JPM ($293.44) Holding Chart

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC JPM ($293.44) 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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