Wilkinson Global Asset Management LLC JPM Holdings History
Wilkinson Global Asset Management LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Wilkinson Global Asset Management LLC held 448,529.00 shares of JPMorgan Chase & Co(JPM), totaling $110.02 Mil. This investment constitutes 6.88% of their stock portfolio, and Wilkinson Global Asset Management LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q1. And since then Wilkinson Global Asset Management LLC has made 3 purchases of JPM, at an average price of $144.18, for a total of 588,328.00 shares. In addition, there have been 13 sales at an average price of $183.36 for 139,799.00 shares. Based on historical transaction data and JPM's current price of $296.37, Wilkinson Global Asset Management LLC's estimated gain on his JPM holdings is $73.73 Mil, reflecting a 86.92% gain to date.
Wilkinson Global Asset Management LLC JPM ($296.37) Holding Chart
Wilkinson Global Asset Management LLC JPM ($296.37) 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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