Number of Shares
33,914.00
Current Holdings Value*
$9.83 Mil
% of Portfolio
2.91%
Total Estimate Gain
$6.06 Mil
% of Total Estimate Gain
104.92%

West Branch Capital LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, West Branch Capital LLC held 33,914.00 shares of JPMorgan Chase & Co(JPM), totaling $9.83 Mil. This investment constitutes 2.91% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 13 purchases of JPM, at an average price of $120.36, for a total of 47,969.00 shares. In addition, there have been 16 sales at an average price of $125.71 for 14,055.00 shares. Based on historical transaction data and JPM's current price of $296.76, West Branch Capital LLC's estimated gain on his JPM holdings is $6.06 Mil, reflecting a 104.92% gain to date.

West Branch Capital LLC JPM ($296.76) Holding Chart

West Branch Capital LLC 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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