Verity & Verity, LLC JPM Holdings History

Number of Shares
126,091.00
Current Holdings Value*
$30.93 Mil
% of Portfolio
2.72%
Total Estimate Gain
$37.70 Mil
% of Total Estimate Gain
40.90%

Verity & Verity, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Verity & Verity, LLC held 126,091.00 shares of JPMorgan Chase & Co(JPM), totaling $30.93 Mil. This investment constitutes 2.72% of their stock portfolio, and Verity & Verity, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q4. And since then Verity & Verity, LLC has made 21 purchases of JPM, at an average price of $130.34, for a total of 707,157.00 shares. In addition, there have been 12 sales at an average price of $160.30 for 581,066.00 shares. Based on historical transaction data and JPM's current price of $291.27, Verity & Verity, LLC's estimated gain on his JPM holdings is $37.70 Mil, reflecting a 40.90% gain to date.

Verity & Verity, LLC JPM ($291.27) Holding Chart

Verity & Verity, 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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