Number of Shares
85,377.00
Current Holdings Value*
$13.97 Mil
% of Portfolio
1.39%
Total Estimate Gain
$39.03 Mil
% of Total Estimate Gain
106.18%

World Asset Management Inc's JPMorgan Chase & Co Holding Summary

As of 2021-09-30, World Asset Management Inc held 85,377.00 shares of JPMorgan Chase & Co(JPM), totaling $13.97 Mil. This investment constitutes 1.39% of their stock portfolio, and World Asset Management Inc now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then World Asset Management Inc has made 8 purchases of JPM, at an average price of $56.69, for a total of 648,411.00 shares. In addition, there have been 15 sales at an average price of $90.42 for 563,034.00 shares. Based on historical transaction data and JPM's current price of $291.43, World Asset Management Inc's estimated gain on his JPM holdings is $39.03 Mil, reflecting a 106.18% gain to date.

World Asset Management Inc JPM ($291.43) Holding Chart

World Asset Management Inc 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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