Number of Shares
46,932.00
Current Holdings Value*
$13.61 Mil
% of Portfolio
2.71%
Total Estimate Gain
$5.46 Mil
% of Total Estimate Gain
59.85%

Community Financial Services Group, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Community Financial Services Group, LLC held 46,932.00 shares of JPMorgan Chase & Co(JPM), totaling $13.61 Mil. This investment constitutes 2.71% of their stock portfolio, and Community Financial Services Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Community Financial Services Group, LLC has made 14 purchases of JPM, at an average price of $160.85, for a total of 56,710.00 shares. In addition, there have been 9 sales at an average price of $93.27 for 9,778.00 shares. Based on historical transaction data and JPM's current price of $291.27, Community Financial Services Group, LLC's estimated gain on his JPM holdings is $5.46 Mil, reflecting a 59.85% gain to date.

Community Financial Services Group, LLC JPM ($291.27) Holding Chart

Community Financial Services Group, 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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