Number of Shares
14,063.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
3.8%
Total Estimate Gain
$4.06 Mil
% of Total Estimate Gain
130.47%

Account Management LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Account Management LLC held 14,063.00 shares of JPMorgan Chase & Co(JPM), totaling $3.45 Mil. This investment constitutes 3.8% of their stock portfolio, and Account Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q2. And since then Account Management LLC has made 3 purchases of JPM, at an average price of $99.89, for a total of 31,127.00 shares. In addition, there have been 8 sales at an average price of $179.31 for 17,064.00 shares. Based on historical transaction data and JPM's current price of $291.97, Account Management LLC's estimated gain on his JPM holdings is $4.06 Mil, reflecting a 130.47% gain to date.

Account Management LLC JPM ($291.97) Holding Chart

Account Management LLC JPM ($291.97) 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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