Curi RMB Capital, LLC JPM Holdings History

Number of Shares
369,564.00
Current Holdings Value*
$90.65 Mil
% of Portfolio
2.24%
Total Estimate Gain
$68.51 Mil
% of Total Estimate Gain
62.33%

Curi RMB Capital, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Curi RMB Capital, LLC held 369,564.00 shares of JPMorgan Chase & Co(JPM), totaling $90.65 Mil. This investment constitutes 2.24% of their stock portfolio, and Curi RMB Capital, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q2. And since then Curi RMB Capital, LLC has made 24 purchases of JPM, at an average price of $119.50, for a total of 919,819.00 shares. In addition, there have been 19 sales at an average price of $128.65 for 550,255.00 shares. Based on historical transaction data and JPM's current price of $291.27, Curi RMB Capital, LLC's estimated gain on his JPM holdings is $68.51 Mil, reflecting a 62.33% gain to date.

Curi RMB Capital, LLC JPM ($291.27) Holding Chart

Curi RMB Capital, 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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