Wallace Weitz JPM Holdings History
Wallace Weitz's JPMorgan Chase & Co Holding Summary
As of 2024-03-31, Weitz Investment Management Inc held 20,500.00 shares of JPMorgan Chase & Co(JPM), totaling $4.11 Mil. This investment constitutes 0.21% of their stock portfolio, and Weitz Investment Management Inc now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2017Q4. And since then Wallace Weitz has made 7 purchases of JPM, at an average price of $107.73, for a total of 318,900.00 shares. In addition, there have been 7 sales at an average price of $138.14 for 298,400.00 shares. Based on historical transaction data and JPM's current price of $197.26, Wallace Weitz's estimated gain on his JPM holdings is $10.91 Mil, reflecting a 31.76% gain to date.
Wallace Weitz JPM ($197.26) Holding Chart
Wallace Weitz JPM ($197.26) 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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