Number of Shares
17,927.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
2.03%
Total Estimate Gain
$4.40 Mil
% of Total Estimate Gain
137.18%

Aspen Investment Management Inc's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Aspen Investment Management Inc held 17,927.00 shares of JPMorgan Chase & Co(JPM), totaling $4.40 Mil. This investment constitutes 2.03% of their stock portfolio, and Aspen Investment Management Inc now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Aspen Investment Management Inc has made 13 purchases of JPM, at an average price of $76.20, for a total of 42,111.00 shares. In addition, there have been 24 sales at an average price of $94.71 for 24,184.00 shares. Based on historical transaction data and JPM's current price of $296.76, Aspen Investment Management Inc's estimated gain on his JPM holdings is $4.40 Mil, reflecting a 137.18% gain to date.

Aspen Investment Management Inc JPM ($296.76) Holding Chart

Aspen Investment Management Inc JPM ($296.76) 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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