Number of Shares
25,668.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
4.31%
Total Estimate Gain
$10.76 Mil
% of Total Estimate Gain
75.08%

Crystal Rock Capital Management's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Crystal Rock Capital Management held 25,668.00 shares of JPMorgan Chase & Co(JPM), totaling $6.30 Mil. This investment constitutes 4.31% of their stock portfolio, and Crystal Rock Capital Management now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then Crystal Rock Capital Management has made 7 purchases of JPM, at an average price of $71.99, for a total of 199,007.00 shares. In addition, there have been 17 sales at an average price of $102.18 for 173,339.00 shares. Based on historical transaction data and JPM's current price of $287.11, Crystal Rock Capital Management's estimated gain on his JPM holdings is $10.76 Mil, reflecting a 75.08% gain to date.

Crystal Rock Capital Management JPM ($287.11) Holding Chart

Crystal Rock Capital Management JPM ($287.11) 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 %

Top Ranked Articles

  • 1