Comprehensive Financial Consultants Institutional, Inc. JPM Holdings History
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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