Current Value of Holding

$391 Million

Shares

2.02 Million

% of Portfolio

3.76%

Average Buy Price

$122

Avg closing price
Price range

56 Tom Russo JPMorgan Chase Trades

Tom Russo acquired 2.02 Million JPMorgan Chase shares worth $391 Million. That's 3.76% of their equity portfolio (12th largest holding). The first JPMorgan Chase trade was made in Q1 2001. Since then Tom Russo bought shares 21 more times and sold shares on 38 occasions. The stake costed the investor $246 Million, netting the investor a gain of 59% so far.

Avg closing price
Price range
Sold 3.6% shares (-75.1 Thousand shares) Q4 2023
Avg closing price $151.54
Price range $135.69 - $170.30
Sold 0.7% shares (-14.5 Thousand shares) Q3 2023
Avg closing price $149.90
Price range $143.21 - $158.00
Increased shares by 16.2% (+294 Thousand shares) Q2 2023
Avg closing price $137.54
Price range $127.47 - $145.44
Sold 1.4% shares (-25.2 Thousand shares) Q1 2023
Avg closing price $137.02
Price range $124.91 - $143.80
Sold 4.4% shares (-84.5 Thousand shares) Q4 2022
Avg closing price $126.71
Price range $101.96 - $138.18
Sold 1.3% shares (-25.9 Thousand shares) Q3 2022
Avg closing price $114.76
Price range $104.50 - $123.63
Sold 8.4% shares (-179 Thousand shares) Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
Sold 9.0% shares (-211 Thousand shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Sold 6.8% shares (-171 Thousand shares) Q4 2021
Avg closing price $164.22
Price range $153.94 - $171.78
Sold 9.8% shares (-273 Thousand shares) Q3 2021
Avg closing price $156.78
Price range $146.97 - $166.98
Sold 9.5% shares (-292 Thousand shares) Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Sold 14.2% shares (-511 Thousand shares) Q1 2021
Avg closing price $143.87
Price range $125.65 - $157.65
Sold 4.9% shares (-185 Thousand shares) Q4 2020
Avg closing price $111.77
Price range $96.54 - $127.07
Increased shares by 4.3% (+157 Thousand shares) Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82
Sold 5.6% shares (-215 Thousand shares) Q2 2020
Avg closing price $94.88
Price range $84.03 - $113.45
Increased shares by 36846.4% (+3.82 Million shares) Q1 2020
Avg closing price $121.49
Price range $79.03 - $141.09
Increased shares by 0.6% (+59 shares) Q4 2019
Avg closing price $128.25
Price range $111.82 - $139.40
Sold 15.1% shares (-1.83 Thousand shares) Q3 2019
Avg closing price $113.11
Price range $104.80 - $120.23
Increased shares by 0.6% (+71 shares) Q2 2019
Avg closing price $110.26
Price range $104.64 - $116.12
Increased shares by 0.6% (+77 shares) Q1 2019
Avg closing price $103.02
Price range $97.11 - $107.19

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