Capital CS Group, LLC JPM Holdings History

Number of Shares
1,429.00
Current Holdings Value*
$414,280.00
% of Portfolio
0.67%
Total Estimate Gain
$348,249.21
% of Total Estimate Gain
18.29%

Capital CS Group, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Capital CS Group, LLC held 1,429.00 shares of JPMorgan Chase & Co(JPM), totaling $414,280.00. This investment constitutes 0.67% of their stock portfolio, and Capital CS Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q4. And since then Capital CS Group, LLC has made 2 purchases of JPM, at an average price of $161.09, for a total of 11,817.00 shares. In addition, there have been 2 sales at an average price of $176.72 for 10,388.00 shares. Based on historical transaction data and JPM's current price of $291.18, Capital CS Group, LLC's estimated gain on his JPM holdings is $348,249.21, reflecting a 18.29% gain to date.

Capital CS Group, LLC JPM ($291.18) Holding Chart

Capital CS Group, LLC JPM ($291.18) 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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