Number of Shares
47,484.00
Current Holdings Value*
$5.59 Mil
% of Portfolio
4.02%
Total Estimate Gain
$8.63 Mil
% of Total Estimate Gain
164.28%

Winthrop Partners - WNY, LLC's JPMorgan Chase & Co Holding Summary

As of 2019-09-30, Winthrop Partners - WNY, LLC held 47,484.00 shares of JPMorgan Chase & Co(JPM), totaling $5.59 Mil. This investment constitutes 4.02% of their stock portfolio, and Winthrop Partners - WNY, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Winthrop Partners - WNY, LLC has made 5 purchases of JPM, at an average price of $109.69, for a total of 47,882.00 shares. In addition, there have been 1 sales at an average price of $106.24 for 398.00 shares. Based on historical transaction data and JPM's current price of $291.43, Winthrop Partners - WNY, LLC's estimated gain on his JPM holdings is $8.63 Mil, reflecting a 164.28% gain to date.

Winthrop Partners - WNY, LLC JPM ($291.43) Holding Chart

Winthrop Partners - WNY, LLC JPM ($291.43) 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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