Number of Shares
31,171.00
Current Holdings Value*
$7.65 Mil
% of Portfolio
3.97%
Total Estimate Gain
$5.67 Mil
% of Total Estimate Gain
108.78%

Abbot Financial Management, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Abbot Financial Management, Inc. held 31,171.00 shares of JPMorgan Chase & Co(JPM), totaling $7.65 Mil. This investment constitutes 3.97% of their stock portfolio, and Abbot Financial Management, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Abbot Financial Management, Inc. has made 11 purchases of JPM, at an average price of $111.79, for a total of 46,597.00 shares. In addition, there have been 17 sales at an average price of $122.65 for 15,426.00 shares. Based on historical transaction data and JPM's current price of $288.19, Abbot Financial Management, Inc.'s estimated gain on his JPM holdings is $5.67 Mil, reflecting a 108.78% gain to date.

Abbot Financial Management, Inc. JPM ($288.19) Holding Chart

Abbot Financial Management, Inc. JPM ($288.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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