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      Current Value of Holding

      $172M

      Shares

      574k

      % of Portfolio

      1.84%

      Average Buy Price

      $122

      Avg closing price
      Price range

      62 Tom Russo JPMorgan Chase Trades

      Tom Russo acquired 574k JPMorgan Chase shares worth $172M. That's 1.84% of their equity portfolio (15th largest holding). The investor owns 5.19% of the outstanding JPMorgan Chase stock. The first JPMorgan Chase trade was made in Q1 2001. Since then Tom Russo bought shares 21 more times and sold shares on 44 occasions. The stake costed the investor $69.8M, netting the investor a gain of 146% so far.

      Avg closing price
      Price range
      Sold 45.0% shares (-470k shares) Q2 2025
      Avg closing price $255.21
      Price range $210.28 - $289.91
      Sold 17.3% shares (-218k shares) Q1 2025
      Avg closing price $255.15
      Price range $225.19 - $279.30
      Sold 12.4% shares (-179k shares) Q4 2024
      Avg closing price $233.61
      Price range $205.23 - $250.25
      Sold 3.5% shares (-52.1k shares) Q3 2024
      Avg closing price $210.82
      Price range $194.90 - $224.80
      Sold 12.7% shares (-218k shares) Q2 2024
      Avg closing price $195.50
      Price range $180.08 - $204.79
      Sold 15.5% shares (-313k shares) Q1 2024
      Avg closing price $180.44
      Price range $167.09 - $200.30
      Sold 3.6% shares (-75.1k shares) Q4 2023
      Avg closing price $151.54
      Price range $135.69 - $170.30
      Sold 0.7% shares (-14.5k shares) Q3 2023
      Avg closing price $149.90
      Price range $143.21 - $158.00
      Increased shares by 16.2% (+294k shares) Q2 2023
      Avg closing price $137.54
      Price range $127.47 - $145.44
      Sold 1.4% shares (-25.2k shares) Q1 2023
      Avg closing price $137.02
      Price range $124.91 - $143.80
      Sold 4.4% shares (-84.5k shares) Q4 2022
      Avg closing price $126.71
      Price range $101.96 - $138.18
      Sold 1.3% shares (-25.9k shares) Q3 2022
      Avg closing price $114.76
      Price range $104.50 - $123.63
      Sold 8.4% shares (-179k shares) Q2 2022
      Avg closing price $123.90
      Price range $112.61 - $135.91
      Sold 9.0% shares (-211k shares) Q1 2022
      Avg closing price $147.61
      Price range $128.30 - $168.44
      Sold 6.8% shares (-171k shares) Q4 2021
      Avg closing price $164.22
      Price range $153.94 - $171.78
      Sold 9.8% shares (-273k shares) Q3 2021
      Avg closing price $156.78
      Price range $146.97 - $166.98
      Sold 9.5% shares (-292k shares) Q2 2021
      Avg closing price $157.05
      Price range $147.37 - $166.44
      Sold 14.2% shares (-511k shares) Q1 2021
      Avg closing price $143.87
      Price range $125.65 - $157.65
      Sold 4.9% shares (-185k shares) Q4 2020
      Avg closing price $111.77
      Price range $96.54 - $127.07
      Increased shares by 4.3% (+157k shares) Q3 2020
      Avg closing price $98.20
      Price range $91.28 - $103.82

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