Number of Shares
8,914.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
2.1%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
70.71%

Weaver C. Barksdale & Associates, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Weaver C. Barksdale & Associates, Inc. held 8,914.00 shares of JPMorgan Chase & Co(JPM), totaling $2.19 Mil. This investment constitutes 2.1% of their stock portfolio, and Weaver C. Barksdale & Associates, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2017Q3. And since then Weaver C. Barksdale & Associates, Inc. has made 7 purchases of JPM, at an average price of $139.26, for a total of 17,300.00 shares. In addition, there have been 8 sales at an average price of $174.99 for 8,386.00 shares. Based on historical transaction data and JPM's current price of $296.76, Weaver C. Barksdale & Associates, Inc.'s estimated gain on his JPM holdings is $1.70 Mil, reflecting a 70.71% gain to date.

Weaver C. Barksdale & Associates, Inc. JPM ($296.76) Holding Chart

Weaver C. Barksdale & Associates, Inc. JPM ($296.76) 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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