YOUSIF CAPITAL MANAGEMENT, LLC JPM Holdings History
YOUSIF CAPITAL MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, YOUSIF CAPITAL MANAGEMENT, LLC held 381,982.00 shares of JPMorgan Chase & Co(JPM), totaling $93.70 Mil. This investment constitutes 1.1% of their stock portfolio, and YOUSIF CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then YOUSIF CAPITAL MANAGEMENT, LLC has made 3 purchases of JPM, at an average price of $162.75, for a total of 522,541.00 shares. In addition, there have been 10 sales at an average price of $169.58 for 140,559.00 shares. Based on historical transaction data and JPM's current price of $296.55, YOUSIF CAPITAL MANAGEMENT, LLC's estimated gain on his JPM holdings is $52.07 Mil, reflecting a 61.23% gain to date.
YOUSIF CAPITAL MANAGEMENT, LLC JPM ($296.55) Holding Chart
YOUSIF CAPITAL MANAGEMENT, 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 % | |||
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