Number of Shares
47,525.00
Current Holdings Value*
$11.66 Mil
% of Portfolio
1.95%
Total Estimate Gain
$6.16 Mil
% of Total Estimate Gain
80.01%

Embree Financial Group's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Embree Financial Group held 47,525.00 shares of JPMorgan Chase & Co(JPM), totaling $11.66 Mil. This investment constitutes 1.95% of their stock portfolio, and Embree Financial Group now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then Embree Financial Group has made 3 purchases of JPM, at an average price of $154.81, for a total of 49,763.00 shares. In addition, there have been 2 sales at an average price of $183.39 for 2,238.00 shares. Based on historical transaction data and JPM's current price of $283.16, Embree Financial Group's estimated gain on his JPM holdings is $6.16 Mil, reflecting a 80.01% gain to date.

Embree Financial Group JPM ($283.16) Holding Chart

Embree Financial Group JPM ($283.16) 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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