Number of Shares
728,362.00
Current Holdings Value*
$211.16 Mil
% of Portfolio
1.98%
Total Estimate Gain
$138.29 Mil
% of Total Estimate Gain
62.64%

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. held 728,362.00 shares of JPMorgan Chase & Co(JPM), totaling $211.16 Mil. This investment constitutes 1.98% of their stock portfolio, and VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2017Q1. And since then VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. has made 10 purchases of JPM, at an average price of $162.33, for a total of 1.36 Mil shares. In addition, there have been 9 sales at an average price of $226.27 for 631,592.00 shares. Based on historical transaction data and JPM's current price of $296.76, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s estimated gain on his JPM holdings is $138.29 Mil, reflecting a 62.64% gain to date.

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. JPM ($296.76) Holding Chart

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. JPM ($296.76) 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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