CABOT WEALTH MANAGEMENT INC JPM Holdings History
CABOT WEALTH MANAGEMENT INC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 76,186.00 shares of JPMorgan Chase & Co(JPM), totaling $18.69 Mil. This investment constitutes 2.38% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then CABOT WEALTH MANAGEMENT INC has made 17 purchases of JPM, at an average price of $71.17, for a total of 153,143.00 shares. In addition, there have been 19 sales at an average price of $163.45 for 76,957.00 shares. Based on historical transaction data and JPM's current price of $291.27, CABOT WEALTH MANAGEMENT INC's estimated gain on his JPM holdings is $23.87 Mil, reflecting a 219.00% gain to date.
CABOT WEALTH MANAGEMENT INC JPM ($291.27) Holding Chart
CABOT WEALTH MANAGEMENT INC JPM ($291.27) 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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