Ferris Capital, LLC JPM Holdings History

Number of Shares
80,264.00
Current Holdings Value*
$10.94 Mil
% of Portfolio
2.5%
Total Estimate Gain
$13.92 Mil
% of Total Estimate Gain
64.22%

Ferris Capital, LLC's JPMorgan Chase & Co Holding Summary

As of 2022-03-31, Ferris Capital, LLC held 80,264.00 shares of JPMorgan Chase & Co(JPM), totaling $10.94 Mil. This investment constitutes 2.5% of their stock portfolio, and Ferris Capital, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Ferris Capital, LLC has made 4 purchases of JPM, at an average price of $132.96, for a total of 163,028.00 shares. In addition, there have been 8 sales at an average price of $155.24 for 82,764.00 shares. Based on historical transaction data and JPM's current price of $283.44, Ferris Capital, LLC's estimated gain on his JPM holdings is $13.92 Mil, reflecting a 64.22% gain to date.

Ferris Capital, LLC JPM ($283.44) Holding Chart

Ferris Capital, LLC JPM ($283.44) 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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