Current Value of Holding

$2.13 Billion

Shares

11.8 Million

% of Portfolio

1.08%

Average Buy Price

$78.6

Avg closing price
Price range

44 Ken Fisher JPMorgan Chase Trades

Ken Fisher's position in JPMorgan Chase is currently worth $2.13 Billion. That's 1.08% of their equity portfolio (23rd largest holding). The first JPMorgan Chase trade was made in Q1 2013. Since then Ken Fisher bought shares 32 more times and sold shares on eleven occasions. The stake costed the investor $930 Million, netting the investor a gain of 129% so far.

Avg closing price
Price range
Increased shares by 4.0% (+450 Thousand shares) Q4 2023
Avg closing price $151.54
Price range $135.69 - $170.30
Increased shares by 26.6% (+2.39 Million shares) Q3 2023
Avg closing price $149.90
Price range $143.21 - $158.00
Increased shares by 6.6% (+559 Thousand shares) Q2 2023
Avg closing price $137.54
Price range $127.47 - $145.44
Increased shares by 3.9% (+316 Thousand shares) Q1 2023
Avg closing price $137.02
Price range $124.91 - $143.80
Increased shares by 3.4% (+264 Thousand shares) Q4 2022
Avg closing price $126.71
Price range $101.96 - $138.18
Sold 1.7% shares (-134 Thousand shares) Q3 2022
Avg closing price $114.76
Price range $104.50 - $123.63
Increased shares by 3.0% (+229 Thousand shares) Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
Increased shares by 4.4% (+328 Thousand shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Increased shares by 4.5% (+323 Thousand shares) Q4 2021
Avg closing price $164.22
Price range $153.94 - $171.78
Increased shares by 3.0% (+205 Thousand shares) Q3 2021
Avg closing price $156.78
Price range $146.97 - $166.98
Increased shares by 3.2% (+213 Thousand shares) Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Increased shares by 2.2% (+144 Thousand shares) Q1 2021
Avg closing price $143.87
Price range $125.65 - $157.65
Increased shares by 5.7% (+350 Thousand shares) Q4 2020
Avg closing price $111.77
Price range $96.54 - $127.07
Sold 2.1% shares (-135 Thousand shares) Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82
Increased shares by 4.9% (+293 Thousand shares) Q2 2020
Avg closing price $94.88
Price range $84.03 - $113.45
Increased shares by 1.4% (+80.6 Thousand shares) Q1 2020
Avg closing price $121.49
Price range $79.03 - $141.09
Sold 0.1% shares (-6.12 Thousand shares) Q4 2019
Avg closing price $128.25
Price range $111.82 - $139.40
Increased shares by 2.6% (+154 Thousand shares) Q3 2019
Avg closing price $113.11
Price range $104.80 - $120.23
Increased shares by 4.0% (+224 Thousand shares) Q2 2019
Avg closing price $110.26
Price range $104.64 - $116.12
Increased shares by 3.0% (+161 Thousand shares) Q1 2019
Avg closing price $103.02
Price range $97.11 - $107.19

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