Number of Shares
23.87 Mil
Current Holdings Value*
$5.85 Bil
% of Portfolio
1.13%
Total Estimate Gain
$10.97 Bil
% of Total Estimate Gain
140.56%

WELLINGTON MANAGEMENT GROUP LLP's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, WELLINGTON MANAGEMENT GROUP LLP held 23.87 Mil shares of JPMorgan Chase & Co(JPM), totaling $5.85 Bil. This investment constitutes 1.13% of their stock portfolio, and WELLINGTON MANAGEMENT GROUP LLP now holds 0.86% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q2. And since then WELLINGTON MANAGEMENT GROUP LLP has made 12 purchases of JPM, at an average price of $64.48, for a total of 121.05 Mil shares. In addition, there have been 20 sales at an average price of $120.39 for 97.18 Mil shares. Based on historical transaction data and JPM's current price of $296.55, WELLINGTON MANAGEMENT GROUP LLP's estimated gain on his JPM holdings is $10.97 Bil, reflecting a 140.56% gain to date.

WELLINGTON MANAGEMENT GROUP LLP JPM ($296.55) Holding Chart

WELLINGTON MANAGEMENT GROUP LLP JPM ($296.55) 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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