Number of Shares
9,564.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
3.3%
Total Estimate Gain
$63,256.11
% of Total Estimate Gain
0.59%

Cromwell Long Short Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Cromwell Long Short Fund held 9,564.00 shares of JPMorgan Chase & Co(JPM), totaling $2.35 Mil. This investment constitutes 3.3% of their stock portfolio, and Cromwell Long Short Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q2. And since then Cromwell Long Short Fund has made 3 purchases of JPM, at an average price of $153.99, for a total of 69,098.00 shares. In addition, there have been 5 sales at an average price of $133.38 for 59,534.00 shares. Based on historical transaction data and JPM's current price of $288.87, Cromwell Long Short Fund's estimated gain on his JPM holdings is $63,256.11, reflecting a 0.59% gain to date.

Cromwell Long Short Fund JPM ($288.87) Holding Chart

Cromwell Long Short Fund JPM ($288.87) 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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