Coe Capital Management, LLC JPM Holdings History
Coe Capital Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2021-06-30, Coe Capital Management, LLC held 22,386.00 shares of JPMorgan Chase & Co(JPM), totaling $3.48 Mil. This investment constitutes 3.29% of their stock portfolio, and Coe Capital Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Coe Capital Management, LLC has made 11 purchases of JPM, at an average price of $65.75, for a total of 40,255.00 shares. In addition, there have been 10 sales at an average price of $95.13 for 17,869.00 shares. Based on historical transaction data and JPM's current price of $287.11, Coe Capital Management, LLC's estimated gain on his JPM holdings is $5.48 Mil, reflecting a 207.06% gain to date.
Coe Capital Management, LLC JPM ($287.11) Holding Chart
Coe Capital Management, LLC JPM ($287.11) 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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