Number of Shares
3,456.00
Current Holdings Value*
$850,000.00
% of Portfolio
3.22%
Total Estimate Gain
$5.63 Mil
% of Total Estimate Gain
43.21%

Cyrus J. Lawrence, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Cyrus J. Lawrence, LLC held 3,456.00 shares of JPMorgan Chase & Co(JPM), totaling $850,000.00. This investment constitutes 3.22% of their stock portfolio, and Cyrus J. Lawrence, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q1. And since then Cyrus J. Lawrence, LLC has made 3 purchases of JPM, at an average price of $148.04, for a total of 88,049.00 shares. In addition, there have been 8 sales at an average price of $208.55 for 84,593.00 shares. Based on historical transaction data and JPM's current price of $296.77, Cyrus J. Lawrence, LLC's estimated gain on his JPM holdings is $5.63 Mil, reflecting a 43.21% gain to date.

Cyrus J. Lawrence, LLC JPM ($296.77) Holding Chart

Cyrus J. Lawrence, LLC JPM ($296.77) 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