Current Value of Holding

$47.4M

Shares

146k

% of Portfolio

0.33%

Average Buy Price

$90.2

Avg closing price
Price range

53 Charles Brandes JPMorgan Chase Trades

Charles Brandes acquired 146k JPMorgan Chase shares worth $47.4M. That's 0.33% of their equity portfolio (98th largest holding). The first JPMorgan Chase trade was made in Q1 2013. Since then Charles Brandes bought shares 22 more times and sold shares on 30 occasions. The stake costed the investor $13.1M, netting the investor a gain of 260% so far.

Avg closing price
Price range
Sold 9.5% shares (-15.3k shares) Q1 2026
Avg closing price $302.40
Price range $282.84 - $334.67
Sold 21.2% shares (-43.4k shares) Q4 2025
Avg closing price $309.57
Price range $294.11 - $329.17
Sold 4.4% shares (-9.33k shares) Q3 2025
Avg closing price $297.45
Price range $282.78 - $316.06
Sold 8.0% shares (-18.6k shares) Q2 2025
Avg closing price $255.21
Price range $210.28 - $289.91
Sold 5.6% shares (-13.7k shares) Q1 2025
Avg closing price $255.15
Price range $225.19 - $279.30
Sold 16.3% shares (-48k shares) Q4 2024
Avg closing price $233.61
Price range $205.23 - $250.25
Increased shares by 0.8% (+2.19k shares) Q3 2024
Avg closing price $210.82
Price range $194.90 - $224.80
Sold 18.3% shares (-65.2k shares) Q2 2024
Avg closing price $195.50
Price range $180.08 - $204.79
Sold 28.6% shares (-143k shares) Q1 2024
Avg closing price $180.44
Price range $167.09 - $200.30
Increased shares by 3.9% (+18.9k shares) Q4 2023
Avg closing price $151.54
Price range $135.69 - $170.30
Increased shares by 4.8% (+21.9k shares) Q3 2023
Avg closing price $149.90
Price range $143.21 - $158.00
Increased shares by 3.6% (+15.8k shares) Q2 2023
Avg closing price $137.54
Price range $127.47 - $145.44
Increased shares by 24.4% (+87.1k shares) Q1 2023
Avg closing price $137.02
Price range $124.91 - $143.80
Sold 11.1% shares (-44.4k shares) Q4 2022
Avg closing price $126.71
Price range $101.96 - $138.18
Increased shares by 3.0% (+11.7k shares) Q3 2022
Avg closing price $114.76
Price range $104.50 - $123.63
Increased shares by 2.6% (+9.83k shares) Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
Increased shares by 6.0% (+21.6k shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Increased shares by 0.8% (+2.96k shares) Q4 2021
Avg closing price $164.22
Price range $153.94 - $171.78
Sold 1.6% shares (-5.88k shares) Q3 2021
Avg closing price $156.78
Price range $146.97 - $166.98
Increased shares by 16.5% (+51.1k shares) Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44

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