Number of Shares
43,772.00
Current Holdings Value*
$10.74 Mil
% of Portfolio
2.62%
Total Estimate Gain
$5.30 Mil
% of Total Estimate Gain
57.85%

First National Bank of Mount Dora, Trust Investment Services's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, First National Bank of Mount Dora, Trust Investmen held 43,772.00 shares of JPMorgan Chase & Co(JPM), totaling $10.74 Mil. This investment constitutes 2.62% of their stock portfolio, and First National Bank of Mount Dora, Trust Investmen now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q4. And since then First National Bank of Mount Dora, Trust Investment Services has made 10 purchases of JPM, at an average price of $168.28, for a total of 54,454.00 shares. In addition, there have been 8 sales at an average price of $160.58 for 10,682.00 shares. Based on historical transaction data and JPM's current price of $291.27, First National Bank of Mount Dora, Trust Investment Services's estimated gain on his JPM holdings is $5.30 Mil, reflecting a 57.85% gain to date.

First National Bank of Mount Dora, Trust Investment Services JPM ($291.27) Holding Chart

First National Bank of Mount Dora, Trust Investment Services 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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