Vanguard Personalized Indexing Management, LLC JPM Holdings History
Vanguard Personalized Indexing Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Vanguard Personalized Indexing Management, LLC held 365,278.00 shares of JPMorgan Chase & Co(JPM), totaling $89.60 Mil. This investment constitutes 1.32% of their stock portfolio, and Vanguard Personalized Indexing Management, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then Vanguard Personalized Indexing Management, LLC has made 20 purchases of JPM, at an average price of $163.44, for a total of 365,278.00 shares. Based on historical transaction data and JPM's current price of $291.27, Vanguard Personalized Indexing Management, LLC's estimated gain on his JPM holdings is $46.69 Mil, reflecting a 78.21% gain to date.
Vanguard Personalized Indexing Management, LLC JPM ($291.27) Holding Chart
Vanguard Personalized Indexing Management, LLC 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 % | |||
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