Charles Carroll Financial Partners, LLC JPM Holdings History
Charles Carroll Financial Partners, LLC's JPMorgan Chase & Co Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 34,905.00 shares of JPMorgan Chase & Co(JPM), totaling $5.94 Mil. This investment constitutes 6.39% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 3 purchases of JPM, at an average price of $163.18, for a total of 42,625.00 shares. In addition, there have been 4 sales at an average price of $129.06 for 7,720.00 shares. Based on historical transaction data and JPM's current price of $291.27, Charles Carroll Financial Partners, LLC's estimated gain on his JPM holdings is $4.21 Mil, reflecting a 60.49% gain to date.
Charles Carroll Financial Partners, LLC JPM ($291.27) Holding Chart
Charles Carroll Financial Partners, LLC 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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