Number of Shares
2,761.00
Current Holdings Value*
$266,000.00
% of Portfolio
5.64%
Total Estimate Gain
$2.75 Mil
% of Total Estimate Gain
86.59%

First Western Capital Management Co's JPMorgan Chase & Co Holding Summary

As of 2020-09-30, First Western Capital Management Co held 2,761.00 shares of JPMorgan Chase & Co(JPM), totaling $266,000.00. This investment constitutes 5.64% of their stock portfolio, and First Western Capital Management Co now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then First Western Capital Management Co has made 5 purchases of JPM, at an average price of $59.74, for a total of 53,156.00 shares. In addition, there have been 8 sales at an average price of $102.50 for 50,395.00 shares. Based on historical transaction data and JPM's current price of $275.00, First Western Capital Management Co's estimated gain on his JPM holdings is $2.75 Mil, reflecting a 86.59% gain to date.

First Western Capital Management Co JPM ($275.00) Holding Chart

First Western Capital Management Co JPM ($275.00) 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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