CHAPIN DAVIS, INC. JPM Holdings History

Number of Shares
31,130.00
Current Holdings Value*
$7.64 Mil
% of Portfolio
2.6%
Total Estimate Gain
$5.31 Mil
% of Total Estimate Gain
122.97%

CHAPIN DAVIS, INC.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, CHAPIN DAVIS, INC. held 31,130.00 shares of JPMorgan Chase & Co(JPM), totaling $7.64 Mil. This investment constitutes 2.6% of their stock portfolio, and CHAPIN DAVIS, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q4. And since then CHAPIN DAVIS, INC. has made 6 purchases of JPM, at an average price of $131.29, for a total of 32,904.00 shares. In addition, there have been 2 sales at an average price of $235.50 for 1,774.00 shares. Based on historical transaction data and JPM's current price of $296.00, CHAPIN DAVIS, INC.'s estimated gain on his JPM holdings is $5.31 Mil, reflecting a 122.97% gain to date.

CHAPIN DAVIS, INC. JPM ($296.00) Holding Chart

CHAPIN DAVIS, INC. JPM ($296.00) 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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