Number of Shares
35,396.00
Current Holdings Value*
$8.68 Mil
% of Portfolio
3.41%
Total Estimate Gain
$8.84 Mil
% of Total Estimate Gain
212.81%

EXCALIBUR MANAGEMENT CORP's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, EXCALIBUR MANAGEMENT CORP held 35,396.00 shares of JPMorgan Chase & Co(JPM), totaling $8.68 Mil. This investment constitutes 3.41% of their stock portfolio, and EXCALIBUR MANAGEMENT CORP now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then EXCALIBUR MANAGEMENT CORP has made 19 purchases of JPM, at an average price of $70.11, for a total of 59,237.00 shares. In addition, there have been 17 sales at an average price of $116.46 for 23,841.00 shares. Based on historical transaction data and JPM's current price of $288.58, EXCALIBUR MANAGEMENT CORP's estimated gain on his JPM holdings is $8.84 Mil, reflecting a 212.81% gain to date.

EXCALIBUR MANAGEMENT CORP JPM ($288.58) Holding Chart

EXCALIBUR MANAGEMENT CORP JPM ($288.58) 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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