WESTWOOD HOLDINGS GROUP INC JPM Holdings History
WESTWOOD HOLDINGS GROUP INC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, WESTWOOD HOLDINGS GROUP INC held 740,491.00 shares of JPMorgan Chase & Co(JPM), totaling $181.64 Mil. This investment constitutes 1.38% of their stock portfolio, and WESTWOOD HOLDINGS GROUP INC now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q2. And since then WESTWOOD HOLDINGS GROUP INC has made 15 purchases of JPM, at an average price of $77.25, for a total of 6.01 Mil shares. In addition, there have been 32 sales at an average price of $109.09 for 5.27 Mil shares. Based on historical transaction data and JPM's current price of $286.78, WESTWOOD HOLDINGS GROUP INC's estimated gain on his JPM holdings is $323.10 Mil, reflecting a 69.55% gain to date.
WESTWOOD HOLDINGS GROUP INC JPM ($286.78) Holding Chart
WESTWOOD HOLDINGS GROUP INC JPM ($286.78) 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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