Current Value of Holding

$261 Million

Shares

1.31 Million

% of Portfolio

0.96%

Average Buy Price

$52.8

Avg closing price
Price range

45 Richard Pzena JPMorgan Chase Trades

Richard Pzena acquired 1.31 Million JPMorgan Chase shares worth $261 Million. That's 0.96% of their equity portfolio (31st largest holding). The first JPMorgan Chase trade was made in Q1 2013. Since then Richard Pzena bought shares eleven more times and sold shares on 33 occasions. The stake costed the investor $69.5 Million, netting the investor a gain of 276% so far.

Avg closing price
Price range
Sold 25.6% shares (-454 Thousand shares) Q1 2024
Avg closing price $180.44
Price range $167.09 - $200.30
Sold 0.8% shares (-14.3 Thousand shares) Q4 2023
Avg closing price $151.54
Price range $135.69 - $170.30
Sold 0.9% shares (-16.1 Thousand shares) Q3 2023
Avg closing price $149.90
Price range $143.21 - $158.00
Sold 3.2% shares (-59.6 Thousand shares) Q2 2023
Avg closing price $137.54
Price range $127.47 - $145.44
Sold 2.9% shares (-56.4 Thousand shares) Q1 2023
Avg closing price $137.02
Price range $124.91 - $143.80
Increased shares by 0.1% (+2.31 Thousand shares) Q4 2022
Avg closing price $126.71
Price range $101.96 - $138.18
Sold 1.1% shares (-21.5 Thousand shares) Q3 2022
Avg closing price $114.76
Price range $104.50 - $123.63
Increased shares by 10.6% (+185 Thousand shares) Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
Increased shares by 0.3% (+4.41 Thousand shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Increased shares by 1.6% (+28.2 Thousand shares) Q4 2021
Avg closing price $164.22
Price range $153.94 - $171.78
Increased shares by 1.9% (+32.4 Thousand shares) Q3 2021
Avg closing price $156.78
Price range $146.97 - $166.98
Increased shares by 0.5% (+8.1 Thousand shares) Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Sold 8.2% shares (-150 Thousand shares) Q1 2021
Avg closing price $143.87
Price range $125.65 - $157.65
Sold 0.5% shares (-9.85 Thousand shares) Q4 2020
Avg closing price $111.77
Price range $96.54 - $127.07
Sold 10.6% shares (-219 Thousand shares) Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82
Sold 1.6% shares (-32.7 Thousand shares) Q2 2020
Avg closing price $94.88
Price range $84.03 - $113.45
Increased shares by 4.1% (+81.8 Thousand shares) Q1 2020
Avg closing price $121.49
Price range $79.03 - $141.09
Sold 13.5% shares (-312 Thousand shares) Q4 2019
Avg closing price $128.25
Price range $111.82 - $139.40
Sold 5.8% shares (-144 Thousand shares) Q3 2019
Avg closing price $113.11
Price range $104.80 - $120.23
Sold 15.1% shares (-438 Thousand shares) Q2 2019
Avg closing price $110.26
Price range $104.64 - $116.12

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