Number of Shares
16,099.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
2.83%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
77.95%

Counterweight Ventures, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Counterweight Ventures, LLC held 16,099.00 shares of JPMorgan Chase & Co(JPM), totaling $3.95 Mil. This investment constitutes 2.83% of their stock portfolio, and Counterweight Ventures, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then Counterweight Ventures, LLC has made 4 purchases of JPM, at an average price of $161.48, for a total of 16,922.00 shares. In addition, there have been 1 sales at an average price of $210.63 for 823.00 shares. Based on historical transaction data and JPM's current price of $291.27, Counterweight Ventures, LLC's estimated gain on his JPM holdings is $2.13 Mil, reflecting a 77.95% gain to date.

Counterweight Ventures, LLC JPM ($291.27) Holding Chart

Counterweight Ventures, 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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