Number of Shares
125,066.00
Current Holdings Value*
$25.05 Mil
% of Portfolio
5.56%
Total Estimate Gain
$13.86 Mil
% of Total Estimate Gain
61.42%

Coulter & Justus Financial Services, LLC's JPMorgan Chase & Co Holding Summary

As of 2024-03-31, Coulter & Justus Financial Services, LLC held 125,066.00 shares of JPMorgan Chase & Co(JPM), totaling $25.05 Mil. This investment constitutes 5.56% of their stock portfolio, and Coulter & Justus Financial Services, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q1. And since then Coulter & Justus Financial Services, LLC has made 1 purchases of JPM, at an average price of $180.44, for a total of 125,066.00 shares. Based on historical transaction data and JPM's current price of $291.27, Coulter & Justus Financial Services, LLC's estimated gain on his JPM holdings is $13.86 Mil, reflecting a 61.42% gain to date.

Coulter & Justus Financial Services, LLC JPM ($291.27) Holding Chart

Coulter & Justus Financial Services, 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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