Number of Shares
39,357.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
2.71%
Total Estimate Gain
$8.14 Mil
% of Total Estimate Gain
109.45%

Frisch Financial Group, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Frisch Financial Group, Inc. held 39,357.00 shares of JPMorgan Chase & Co(JPM), totaling $9.65 Mil. This investment constitutes 2.71% of their stock portfolio, and Frisch Financial Group, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q4. And since then Frisch Financial Group, Inc. has made 13 purchases of JPM, at an average price of $121.56, for a total of 61,181.00 shares. In addition, there have been 12 sales at an average price of $196.47 for 21,824.00 shares. Based on historical transaction data and JPM's current price of $286.86, Frisch Financial Group, Inc.'s estimated gain on his JPM holdings is $8.14 Mil, reflecting a 109.45% gain to date.

Frisch Financial Group, Inc. JPM ($286.86) Holding Chart

Frisch Financial Group, Inc. JPM ($286.86) 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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