Current Value of Holding

$62.4 Million

Shares

246 Thousand

% of Portfolio

0.72%

Average Buy Price

$90.2

Avg closing price
Price range

48 Charles Brandes JPMorgan Chase Trades

Charles Brandes acquired 246 Thousand JPMorgan Chase shares worth $62.4 Million. That's 0.72% of their equity portfolio (48th largest holding). The investor owns 1.88% of the outstanding JPMorgan Chase stock. The first JPMorgan Chase trade was made in Q1 2013. Since then Charles Brandes bought shares 22 more times and sold shares on 25 occasions. The stake costed the investor $22.2 Million, netting the investor a gain of 181% so far.

Avg closing price
Price range
Sold 16.3% shares (-48 Thousand shares) Q4 2024
Avg closing price $233.61
Price range $205.23 - $250.25
Increased shares by 0.8% (+2.19 Thousand shares) Q3 2024
Avg closing price $210.82
Price range $194.90 - $224.80
Sold 18.3% shares (-65.2 Thousand shares) Q2 2024
Avg closing price $195.50
Price range $180.08 - $204.79
Sold 28.6% shares (-143 Thousand shares) Q1 2024
Avg closing price $180.44
Price range $167.09 - $200.30
Increased shares by 3.9% (+18.9 Thousand shares) Q4 2023
Avg closing price $151.54
Price range $135.69 - $170.30
Increased shares by 4.8% (+21.9 Thousand shares) Q3 2023
Avg closing price $149.90
Price range $143.21 - $158.00
Increased shares by 3.6% (+15.8 Thousand shares) Q2 2023
Avg closing price $137.54
Price range $127.47 - $145.44
Increased shares by 24.4% (+87.1 Thousand shares) Q1 2023
Avg closing price $137.02
Price range $124.91 - $143.80
Sold 11.1% shares (-44.4 Thousand shares) Q4 2022
Avg closing price $126.71
Price range $101.96 - $138.18
Increased shares by 3.0% (+11.7 Thousand shares) Q3 2022
Avg closing price $114.76
Price range $104.50 - $123.63
Increased shares by 2.6% (+9.83 Thousand shares) Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
Increased shares by 6.0% (+21.6 Thousand shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Increased shares by 0.8% (+2.96 Thousand shares) Q4 2021
Avg closing price $164.22
Price range $153.94 - $171.78
Sold 1.6% shares (-5.88 Thousand shares) Q3 2021
Avg closing price $156.78
Price range $146.97 - $166.98
Increased shares by 16.5% (+51.1 Thousand shares) Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Increased shares by 8.9% (+25.2 Thousand shares) Q1 2021
Avg closing price $143.87
Price range $125.65 - $157.65
Increased shares by 683.1% (+248 Thousand shares) Q4 2020
Avg closing price $111.77
Price range $96.54 - $127.07
Sold 23.7% shares (-11.3 Thousand shares) Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82
Sold 13.1% shares (-7.19 Thousand shares) Q2 2020
Avg closing price $94.88
Price range $84.03 - $113.45
Increased shares by 4.5% (+2.38 Thousand shares) Q1 2020
Avg closing price $121.49
Price range $79.03 - $141.09

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