Number of Shares
31,063.00
Current Holdings Value*
$7.62 Mil
% of Portfolio
2.71%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
77.50%

Comprehensive Financial Consultants Institutional, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Comprehensive Financial Consultants Institutional, Inc. held 31,063.00 shares of JPMorgan Chase & Co(JPM), totaling $7.62 Mil. This investment constitutes 2.71% of their stock portfolio, and Comprehensive Financial Consultants Institutional, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then Comprehensive Financial Consultants Institutional, Inc. has made 9 purchases of JPM, at an average price of $157.02, for a total of 33,937.00 shares. In addition, there have been 4 sales at an average price of $230.59 for 2,874.00 shares. Based on historical transaction data and JPM's current price of $283.16, Comprehensive Financial Consultants Institutional, Inc.'s estimated gain on his JPM holdings is $4.13 Mil, reflecting a 77.50% gain to date.

Comprehensive Financial Consultants Institutional, Inc. JPM ($283.16) Holding Chart

Comprehensive Financial Consultants Institutional, Inc. JPM ($283.16) 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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