Fusion Capital, LLC JPM Holdings History

Number of Shares
39,845.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
3.72%
Total Estimate Gain
$6.56 Mil
% of Total Estimate Gain
118.81%

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

As of 2025-03-31, Fusion Capital, LLC held 39,845.00 shares of JPMorgan Chase & Co(JPM), totaling $9.77 Mil. This investment constitutes 3.72% of their stock portfolio, and Fusion Capital, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Fusion Capital, LLC has made 16 purchases of JPM, at an average price of $130.69, for a total of 42,263.00 shares. In addition, there have been 5 sales at an average price of $194.11 for 2,418.00 shares. Based on historical transaction data and JPM's current price of $291.54, Fusion Capital, LLC's estimated gain on his JPM holdings is $6.56 Mil, reflecting a 118.81% gain to date.

Fusion Capital, LLC JPM ($291.54) Holding Chart

Fusion Capital, LLC JPM ($291.54) 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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