Number of Shares
29,902.00
Current Holdings Value*
$7.34 Mil
% of Portfolio
4.14%
Total Estimate Gain
$5.21 Mil
% of Total Estimate Gain
121.75%

BROOKS, MOORE & ASSOCIATES, INC.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, BROOKS, MOORE & ASSOCIATES, INC. held 29,902.00 shares of JPMorgan Chase & Co(JPM), totaling $7.34 Mil. This investment constitutes 4.14% of their stock portfolio, and BROOKS, MOORE & ASSOCIATES, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q4. And since then BROOKS, MOORE & ASSOCIATES, INC. has made 9 purchases of JPM, at an average price of $120.17, for a total of 35,640.00 shares. In addition, there have been 16 sales at an average price of $160.23 for 5,738.00 shares. Based on historical transaction data and JPM's current price of $286.86, BROOKS, MOORE & ASSOCIATES, INC.'s estimated gain on his JPM holdings is $5.21 Mil, reflecting a 121.75% gain to date.

BROOKS, MOORE & ASSOCIATES, INC. JPM ($286.86) Holding Chart

BROOKS, MOORE & ASSOCIATES, INC. JPM ($286.86) 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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