Welch Group, LLC JPM Holdings History

Number of Shares
284,147.00
Current Holdings Value*
$69.01 Mil
% of Portfolio
3.04%
Total Estimate Gain
$46.35 Mil
% of Total Estimate Gain
102.46%

Welch Group, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Welch Group, LLC held 284,147.00 shares of JPMorgan Chase & Co(JPM), totaling $69.01 Mil. This investment constitutes 3.04% of their stock portfolio, and Welch Group, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then Welch Group, LLC has made 26 purchases of JPM, at an average price of $136.64, for a total of 331,032.00 shares. In addition, there have been 9 sales at an average price of $214.81 for 46,885.00 shares. Based on historical transaction data and JPM's current price of $286.86, Welch Group, LLC's estimated gain on his JPM holdings is $46.35 Mil, reflecting a 102.46% gain to date.

Welch Group, LLC JPM ($286.86) Holding Chart

Welch Group, LLC JPM ($286.86) 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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