Number of Shares
17,116.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
2.68%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
83.48%

Cetera Trust Company, N.A's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Cetera Trust Company, N.A held 17,116.00 shares of JPMorgan Chase & Co(JPM), totaling $4.20 Mil. This investment constitutes 2.68% of their stock portfolio, and Cetera Trust Company, N.A now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then Cetera Trust Company, N.A has made 1 purchases of JPM, at an average price of $152.37, for a total of 20,046.00 shares. In addition, there have been 4 sales at an average price of $204.25 for 2,930.00 shares. Based on historical transaction data and JPM's current price of $292.45, Cetera Trust Company, N.A's estimated gain on his JPM holdings is $2.55 Mil, reflecting a 83.48% gain to date.

Cetera Trust Company, N.A JPM ($292.45) Holding Chart

Cetera Trust Company, N.A JPM ($292.45) 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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