Current Value of Holding

$67.8 Million

Shares

232 Thousand

% of Portfolio

0.66%

Average Buy Price

$90.2

Avg closing price
Price range

49 Charles Brandes JPMorgan Chase Trades

Charles Brandes acquired 232 Thousand JPMorgan Chase shares worth $67.8 Million. That's 0.66% of their equity portfolio (53rd largest holding). The investor owns 2.05% 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 26 occasions. The stake costed the investor $21 Million, netting the investor a gain of 224% so far.

Avg closing price
Price range
Sold 5.6% shares (-13.7 Thousand shares) Q1 2025
Avg closing price $255.15
Price range $225.19 - $279.30
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

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