Apexium Financial, LP JPM Holdings History

Number of Shares
46,792.00
Current Holdings Value*
$11.48 Mil
% of Portfolio
0.68%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
31.56%

Apexium Financial, LP's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Apexium Financial, LP held 46,792.00 shares of JPMorgan Chase & Co(JPM), totaling $11.48 Mil. This investment constitutes 0.68% of their stock portfolio, and Apexium Financial, LP now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Apexium Financial, LP has made 12 purchases of JPM, at an average price of $200.03, for a total of 57,570.00 shares. In addition, there have been 8 sales at an average price of $152.33 for 10,778.00 shares. Based on historical transaction data and JPM's current price of $288.70, Apexium Financial, LP's estimated gain on his JPM holdings is $3.63 Mil, reflecting a 31.56% gain to date.

Apexium Financial, LP JPM ($288.70) Holding Chart

Apexium Financial, LP JPM ($288.70) 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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