West Oak Capital, LLC JPM Holdings History
West Oak Capital, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, West Oak Capital, LLC held 19,752.00 shares of JPMorgan Chase & Co(JPM), totaling $5.73 Mil. This investment constitutes 2.6% of their stock portfolio, and West Oak Capital, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then West Oak Capital, LLC has made 16 purchases of JPM, at an average price of $63.90, for a total of 38,483.00 shares. In addition, there have been 29 sales at an average price of $124.71 for 18,731.00 shares. Based on historical transaction data and JPM's current price of $296.55, West Oak Capital, LLC's estimated gain on his JPM holdings is $5.73 Mil, reflecting a 233.17% gain to date.
West Oak Capital, LLC JPM ($296.55) Holding Chart
West Oak Capital, LLC JPM ($296.55) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
