WELCH & FORBES LLC JPM Holdings History
WELCH & FORBES LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, WELCH & FORBES LLC held 689,815.00 shares of JPMorgan Chase & Co(JPM), totaling $169.21 Mil. This investment constitutes 2.21% of their stock portfolio, and WELCH & FORBES LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then WELCH & FORBES LLC has made 22 purchases of JPM, at an average price of $71.67, for a total of 764,931.00 shares. In addition, there have been 16 sales at an average price of $162.77 for 75,116.00 shares. Based on historical transaction data and JPM's current price of $290.97, WELCH & FORBES LLC's estimated gain on his JPM holdings is $158.12 Mil, reflecting a 288.39% gain to date.
WELCH & FORBES LLC JPM ($290.97) Holding Chart
WELCH & FORBES LLC JPM ($290.97) 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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